I love financial advisers - but my mum would only do business with less than 5% of you

What?? Surely we're not discounting the service proposition and value of 95% of the industry.

No, not at all, but we are just reporting back why some clients don't do business with some of your industry peers.

Here's some reasons why.

1) She couldn't find you.

You didn't stand out in any search she made via : yellow pages, local business directories, online or word of mouth in her social circle. Just what social circle is that? Could be anything. Don't make assumptions, but rather what social circle would you want to be a topic of conversation within?

2) After making an appointment, the collateral you sent her (did you send any) was generic.

3) When she looked on your website (do you have one) she did not feel engaged or that you demonstrated that your proposition was exactly what she needed.

4) When she arrived at your office it just did not feel right. What does your office say about you?

5) Upon meeting you she did not get an understanding of why you do what you do and how you do it.

6) You didn't explain the process you use in an articulate, believable and professional manner.

7) She didn't understand what happens next.

8) The information gathering process was such that she didn't feel you understood her or that she understood you.

9) After the meeting she felt she'd agreed to something which she didn't really comprehend.

10) You didn't follow up with anything to reassure her in between the time from the first appointment to the date set for the next.

11) When she came back for the second meeting, your front of house staff did not make her feel like they realised this potential start of a significant advice relationship was a big deal for her. In fact she felt they did not remember Her at all.

12) The statement of advice looked impressive. It was in a folder! Her name was in it like maybe 40 times. She's pretty sure she knows who she is. Do you know who she is or is her name in it a lot to remind you?

13) She did not understand the statement of advice.

14) She could not make the connection between your recommendations and what she wanted to achieve.

She told you she needed to think about it.