New clients of United Capital Source are often caught off-guard by our signature client service. Instead of cutting right to the numbers, we first ask new clients about the financial issues that are keeping them up at night. This is because we’ve personally found that you cannot correctly solve a client’s problem if you don’t know everything about it.
But providing optimal client service isn’t as easy as following simple protocol on the phone. In this new pieces for Forbes, UCS CEO Jared Weitz and other finance experts outline how to gradually gain trust and forge lifetime business partnerships!