Is your financial services business PERFECT?

A really exciting day for PCE as we launch P.E.R.F.E.C.T, the 7 step process for transforming your business.

The PERFECT method is a way to positively transform your business and be truly a client centred successful business that delivers life changing advice to your clients, and changes your life and that of your staff for the better.

If you have been following our tweets you'll realise we can't count as we tweeted it as 5 steps.....doh!

So what is PERFECT?

P is all about planning. This involves defining what is is you are going to deliver, how you will do it and to whom. It is about structured activity right down to diary management.

E (the first one) is about execution. This is the delivery of the how. Your pitch now honed needs to be delivered so the focus here is on tools you are going to use to market and to communicate.

R is for responding. This is your communication piece. It involves social media, email and telephone and what language you will use. It is also about your service proposition.

F is for follow up. This is very much a technology piece and about the way and when you will follow up and service your clients. Industrialising your process is key.

E (the second one) is about empathy and the exhibition of empathy. How you develop your emotional intelligence is one thing but how you connect with clients is another. The tools and processes you use are critical. You will not, repeat will not succeed if you do not get this right.

C is for consulting. This is about feedback and implementing that feedback in a demonstrable way. How and when you ask for feedback will determine success.

And T is for teaching. This is your education piece. It is for you, your staff and clients. How you shape your education piece is key : it needs to be tailored to your target market and needs to be accessible, enactable, have process, have coaching and support and most of all be compelling.

So where to from here?

We at PCE are on the cusp of bringing you a complete PERFECT package for you to enact once you engage with PCE.