Subtle Ways to Keep the Client First
on Feb 22, 2011
Where does the client fit in your business model?
You would probably say that they are in the middle of a circle that your entire firm orbits. Maybe you even have an internal diagram like this one. 
If that’s the thinking, consider these three simple changes to your Web site.
- Organize the site by the customer types that will visit your Web site. For instance, if RIAs visit your site, consider a specific section of the site for them (like Nuveen).
- Direct your Web site users to specific sales people. For instance, clearly list your RIA sales team on a US map with clear delineation for territories.
- Include case studies or examples of your customers. For instance, have articles such as “How a newly Independent FA added our funds to his asset allocation strategy.”
Enhancing your site with changes like this will truly keep the “customer” in the center of your business model.