The Client Confidence Assessment

At ClientWise, we’ve created The Client Confidence AssessmentTM – to help you better categorize where each of your clients resides along the “confidence spectrum” and then identify specific follow-up actions that will move each further along towards greater confidence. It’s a simple assessment, but one which can be immensely helpful in ensuring firm wide accountability for more confident clients who in turn become stronger advocates.

Get started! Download your free copy of The Client Confidence™ and learn how to:

  • Replace your clients fear with confidence.
  • Strengthen your communication skills during a crisis.
  • Build relationships with clients, potential clients, professional advocates and others through your ability to identify emotions and behavioral biases.