Everyday Advisors

This page contains instructions for completing your second Everyday Advisors assignment.

Feel free to reach out to Jennifer Witherbee if you have any questions.

In our training, Ascertaining Satisfaction as a check-in concept was shared.  Routinely checking in with clients and LG teammates with two simple questions provides you with a feedback loop that avoids surprises, communicates that you care, and uncovers additional ways to make a difference.

Developing your plan:

Utilizing the client list you created for the Trust Ladder exercise in session one, identify three clients with whom you will ascertain satisfaction.  Additionally, identify two Larson Gross teammates you work with regularly but are not part of your annual evaluation. Then commit to ascertaining satisfaction with them. The questions for your clients and your LG teammates are the same. Be specific with your clients.  It could be about a recent project or recent deliverable.  Below are the question prompts.  Please adapt as needed to fit the situation.

Ascertain Satisfaction Questions

CLIENTS:

1. What are we doing that you like?
2. What can we improve upon?		 TEAMMATES:

1. What am I doing that you like?
2. What can I improve upon?

Instructions:

Please use the form below to complete and submit your homework. Once you receive a copy of your submission in your email, similar to last time, please save or print as a .pdf. However, we we received feedback that the whiteboards were difficult to navigate, so instead please post to your .pdf to your specific Rainmakers Peer Group channel in Teams.

Everyday Advisors (#2)

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Larson Gross is pleased to announce our continued relationship with RSM, a compelling, digital, global organization serving the assurance, tax and consulting needs of middle market companies worldwide. As a former member of the RSM Alliance, we look forward to working with RSM as a client in the firm’s new Professional Services+ Practice, which provides professional services firms in accounting, consulting, law and other professions access to a wide range of client-centric services, leading tools and tailored solutions to accelerate growth. In addition, PS+ clients may participate in the PS+ Collaborative, a value-added client benefit that facilitates peer-to-peer engagement around the unique and evolving needs of professional services organizations, and their clients and employees through annual conferences, peer groups, workshops, roundtables and other interactions.

Disclaimer: LG Financial Services LLC is a registered investment adviser in the State of Washington. LG Financial Services LLC may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

 

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