Customer service is not brain surgery.  Oftentimes, just paying attention to the small, simple details can insure client retention and increase revenue in your business. I was reminded of this last week when interacting with my financial planner’s office.  I called the office and was greeted pleasantly by his administrative assistant.  When I asked to speak to my planner, she hesitated and said, “Umm . . . I don’t know if he is here.  Let me check.  What’s your name?”  What??  The employee that sits … [Read more...]