Applying the Four Seasons Approach to Service

Chuck Roberts works with his clients to create wealth management strategies that focus on objectivity and provide a personalized service. By following the approach to service culture defined by the Four Seasons hospitality brand and applying it to wealth management, Chuck is able to create strategies for clients.

The Four Seasons approach outlines four distinct factors that define the service provided to clients:

1. Define who you are and what separates your offering from competitors. Understand how you satisfy the needs of clients by offering the highest standards.

2. Establish the mission of the company and what you believe as a collective. Following this belief should be paramount in all interactions with others.

3. Create the criterion that defines success for the company. Rooted in who you are and through having belief in what you do, these criteria cover everything from the conditions for successful operation of the company to how you define successful client interactions.

4. Define how you behave in all interactions with clients and the company team. Doing so demonstrates the company’s core beliefs and encourages others to treat the company as they wish to be treated.

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Chuck Roberts (Stifel) | Blogger

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