As previously mentioned by Claire in her blog, we recently ran a seminar on our approach to customer-led Wealth Management.

Of the number of noticeable comments made was that the attendees felt that the was “no hidden agenda” in our presentation and that people could see that we clearly had an interest in providing a service that had them at the centre of it.

As big business and politicians continue to try and win back our trust, the phrase “no hidden agenda” keeps coming back to me.

We are all incredibly sensitive to this feeling.  Dealing with anybody providing a service of any type today must make sure that our needs are being met in a way that suits us first and not the provider.

Whether its a local restaurant, or high street bank,hiding you must be clear about what you are providing to your customer as nothing will sour the relationship quicker than the discovery of a hidden agenda.

The gaining of a client’s trust is a privilege that is repaid in long term customer loyalty. In the post RDR world when fees are going to be scrutinised, ensuring you don’t lose it through any hidden agenda is crucial.

In a day when the the Cypriots are perhaps finding out about another hidden agenda, its clear to me that we need to continue to be clear, open and honest about what we do for our clients.

In case you were counting, I mentioned the phrase “no hidden agenda” 5 (6, if you include this one) in this short blog.

Nothing to hide here.

Roland Oliver – March 2013

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