Perspective

The four Cs of promoting client loyalty

Fidelity's client engagement approach to help refine and refocus your efforts on the four key action steps to drive deeper engagement.

Key Takeaways
  • Too often, advisors assume they already know everything about a client, especially if they’ve worked together for a long time. However, it’s important to put those assumptions aside and always be curious about the people you serve and what they care deeply about.
  • Fidelity’s tactical approach helps you take meaningful, action-oriented steps to deepen client loyalty. Begin building stronger client relationships with these four Cs.
  • Collect: What information do you collect about your clients, besides financial details?
  • Capture: Where are you capturing this information, and is it easy for you and your team to access it?
  • Capitalize: How do you use this data to your firm's—and your client's—advantage?
  • Compassion: How are you making clients aware that you’re committed to their overall well-being?
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The Four Cs of Promoting Client Loyalty
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