"Thank You"

Two simple words.
A great reminder and reinforcement of my chosen career.
More than the money, the awards and the incentive trips, it is the ability to help people and deliver the cheque when they are most in need.

Delivered the first cheque in my career today. Just helped a client's mum to do a claim. She bought a policy from the bank/road show (she doesn't even remember!). Adviser never seen or heard again since then. She had to call me to help her do the claim.

I'm glad the company and I were able to offer her the best service when she needed it most. The cheque was issued within a week with my persistent calling and checking with the company. Ensuring the necessary documents were submitted, going down to the head office to collect and deliver the cheque personally. The other company that she bought from, she got the cheque today even though the claims were submitted to the company a lot earlier before she called me. And the cheque actually came by POST!

She was very pleased and touched with my efforts. She wasn't even my client, and she had kept putting me off for about 1 year. Always busy and not willing to meet up with me. But I'm glad I delivered when it mattered most. She was very happy that I did my best even though she's not my client.

I always belive true service starts AFTER a sale is made.
The quarterly newsletter that I create for my clients, the annual review planners that I send out, the updates when there are new products or changes in rules and regulations etc.. I do all these after a sale is made with my priority being my clients when other advisers may be too busy trying to get new clients/sales (or just not doing anything!).

Remember: at the point of sale, everybody can provide "good service". It's the after-sale that matters!

-- Ginseng Tonic Maker -- "It's the least I can do."