People are highly social animals, belonging to many social groups, each with a distinct identity.
When you look at customer service you need to look at it from two perspectives – psychology and behavior, or personality and behavior. What’s interesting is that there are individuals, because of the social groups they spend time with, that all share common goals and interests and have a particular set of expectations. So with the individuals that you are working with today, even those consumers that are the most daunting, they have a particular set of expectations and you need to make sure that you are meeting those expectations. Watch this video for details on how to provide a seamless, consistent customer experience.
Agenda
Faculty
Drew Stevens, Ph.D.
Stevens Performance Group
Dr. Drew Stevens, Ph.D.
- International financial educator specializing in retirement optimization
- Works with individuals to transform financial struggles into wealth and lifestyle fulfillment
- Started career on Wall Street, with extensive experience in financial markets and investments spanning 37 years
- Expertise in creating holistic retirement plans to maximize income and mitigate risk
- Author of 15 books, including ‘Understanding Social Security’, and writer of over 5500 articles on financial topics
- Licensed fiduciary in 7 states, ensuring ethical financial guidance for clients
- Renowned international keynote speaker, workshop provider, and media host
- NSSA, AHIP, and IRMAA certified
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