first_imgHow often do we spend time with a customer and only complete their requested transaction? Have you considered that you could be missing out on offering additional financial solutions?Having a conversation may lead to additional financial success for your customer; however, I’m not suggesting that you just “talk” without truly having a two-way conversation. If you end each transaction with, “is there anything else Ican assist you with today?” or “have I been able to help you with what you needed today?” that may be a service-friendly way to end the transaction; however, what if your customer doesn’t know that they need anything else?It’s our responsibility as financial service providers to “have a conversation” and determine what other financial needs our customers have. continue reading » 12SHARESShareShareSharePrintMailGooglePinterestDiggRedditStumbleuponDeliciousBufferTumblrlast_img

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