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Hewison Private Wealth - Insights
Hewison Insights

The foundation of strong client relationships.

Alexi Guagas
Senior Associate Adviser
10 Sep 2023

In today’s fast-paced business world, building strong connections with clients is crucial for success. However, simply providing excellent products or services is not enough. To truly stand out, it is essential to establish a relationship that goes beyond the transactional level. In reflecting over recent events and interactions I’ve had with clients, I’ve observed a number of our strongly forged relationships. These experiences have demonstrated how our clients and staff members, like a family, connect and listen on a deeper level and have reinforced to me that relationships will always be the most rewarding thing we can build.

So how do we establish this strong staff-client relationship?

It is important to show genuine interest in our client’s lives and businesses. We take the time to learn about their goals, challenges, and aspirations. Ask open-ended questions and actively listen to their responses. We hope this will not only help us understand their needs better but also demonstrate that we value opinions and experiences – after all, they are the experts of their own lives.

We tailor our communication to each client’s preferences, to build, connect and meet on their level. Some clients may prefer phone calls, while others may prefer emails or even face-to-face meetings over a zoom call. By understanding communication preferences, we can ensure interactions are comfortable, helpful and enjoyable for both parties.

We value fun and family, and we aim to make our clients feel like part of our family by creating a welcoming environment. This may include personalised greetings, remembering important dates, or even a preferred coffee order. By going the extra mile, we hope it shows that we value our clients, and not only their business, but rather their trust in us and support.

We are big on listening to clients’ feedback, and we see all feedback as a gift that enables us to continue to improve and grow. We invite open and honest communication, and if there are any suggestions, recommendations, feedback or services that would improve the overall experience we want to hear about it!

Communication for us is key, we want to forge strong relationships with our clients.  We strive to check in with them, even when there are no immediate business needs. Share relevant industry insights, updates, and blogs.

Hewison staff and client relationships are not built overnight, they take time, just like any relationship. Connecting, listening and understanding are our foundational pillars to building long-standing connected relationships. By showing genuine interest, personalising communication, creating a welcoming environment, seeking feedback, and maintaining regular communication, we hope to foster a sense of trust, loyalty, and mutual respect.  We hope that our clients feel like they are part of our family and not just a number.