Customer Reviews

Know Service Connect with Clients. Shape Your Future. Differentiate You! 5 Steps to 5-Star Service for Financial Professionals

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Most books focused on Financial Advisor success tend to aim at finding new clients. Often overlooked are the 'acres of diamonds' lying dormant on the existing database. Krista Sheets and Sarah Dale dimensionalize the actual steps to cultivate and nurture those clients you most want to grow and keep.
Few books give a clear recipe for winning the client retention battle as does Know Service. From the first paragraph it becomes clear that the authors know what works and explains exactly what to do to keep clients coming back and endorsing you as well.
Bravo, well done and badly needed by any financial pro that is in the business for the long term.
Nurturing Customer Relationships

In their invaluable guide, Dale and Sheets walk you through a course of action to consistently deliver 5-Star Service to your new and existing clients. They have been exposed to practically every practice management issue that continues to plague the industry - and in Know Service, they address these issues and give you solid advice and instruction on how to turn your business around.

As a trade journalist in the financial services industry, I see a lot of books come across my desk that focus on one aspect or another of becoming a successful advisor. This book, however, is uniquely focused on one aspect of the business that often gets overlooked: client service.

The authors of Know Service: 5 Steps to 5-Star Service, Sarah Dale and Krista Sheets know their stuff. Sarah started her career as a sales assistant and is now a successful financial services industry consultant. Krista Sheets has a background in a large family business, and now serves as president of Paragon Resources, a practice management consulting business. They teamed up to offer us a book that is a complete resource for serving an affluent clientele, providing practical tools and templates that allow conscientious financial advisors to make a serious upgrade. It is user friendly, chock full of ideas, and worksheets to get to know your clients better, and sysematize your business. Without superior client service, a financial advisor can't reach the next level. I recommend this book whatever your level of success or experience.