Voluntary Simplicity

Hulett, Kirk J.
November 2010
Journal of Financial Planning;Nov/Dec2010 Practice Management, p11
Academic Journal
The article focuses on the emergence and significance of voluntary simplicity for the buying public in financial management in the U.S. It notes that consumers become wary of the feature-rich products favoring easy-to-use and elegant solutions. It presents ideas of simplicity such as setting clear expectations for clients, using analogies and illustrations in explaining complex financial planning concepts, and examining client-facing processes.


Related Articles

  • Your role in customer service.  // Radio Magazine;May2011, Vol. 17 Issue 5, p8 

    The article focuses on customer service and how everyone's job involves serving a customer regardless of one's position. Customers are defined as the people we report to and work with and customer service reportedly involves not only dealing with their problems and concerns but ensuring that...

  • In Challenging Times, Service Matters Most. Kaufman, Ron // Global Cosmetic Industry;Feb2009, Vol. 177 Issue 2, p15 

    The article focuses on the importance of customer service in the U.S. amidst the economic downturn. Service matters more than ever since customers want to be sure they get maximum value for the money they spend and they want firmer guarantees that their purchase was the right thing to do....

  • How to Have High-Impact Client Review Meetings. Jacobson, Edward A. // Journal of Financial Planning;Mar/Apr2011 Practice Management, p18 

    The article offers information on the High-impact Client Review Meeting, a template that will guide financial planners in the conduct of a meeting review in the U.S. It says that after the 2008 global financial crisis, financial planners searched for ways to improve their services. It notes that...

  • Phil Wickenden: What advisers are saying. Wickenden, Phil // Money Marketing (Online Edition);2/7/2013, p67 

    The author discusses issues in terms of improving customer service in the financial services industry. He stresses that investment to improve customer experience begins by understanding the customer lifecycle, making business changes that unify the customer experience throughout all channels. He...

  • How to deliver an engaging customer experience. Uwins, Simon // Supermarket News Exclusive Insight;1/27/2015, p2 

    The article provides insights for the U.S. supermarket industry on enhancing customer experience. Recommendations include describing to employees what one wants customers to say about the store, defining boundaries of acceptability, and putting up metrics around what customers actually say about...

  • The More Things Change the More they Remain the Same. Toburen, Steve // ICS: Cleaning Specialist;Nov2013, Vol. 51 Issue 7, p14 

    The author highlights the changes in the professional floor care and service industry in the U.S. during his 45 years in the business and discusses the core business principles that have remained the same. He notes that his business success was based on consistently creating delighted...

  • What's wrong with customer service?  // Consumer Reports;Jul2011, Vol. 76 Issue 7, p16 

    The article reports on the customer service industry and how effective those who work in customer service are at resolving consumer issues and complaints. Several stories of customer service problems are provided as well as things that consumers would like to see from customer service agents...

  • Part 1: Tune Up Your Service Department. VISAGGI, DAVID // Fuel Oil News;Nov2011, Vol. 76 Issue 11, p16 

    The article presents the part 1 of the 3 part series which offers tips on how to increase profits and customer satisfaction for service departments in the U.S. The tips include the reduction of callbacks, response time for service call, and quick and accurate estimation. It says that the service...

  • Would you rather be a salesperson or a trusted adviser? Gitomer, Jeffrey // Business Journal (Central New York);1/25/2008, Vol. 22 Issue 4, p6 

    The author reflects on the significance of a trusted adviser on customer service. He noted that the status of being trusted is one small part of being or becoming a trusted adviser. He presented the roles that advisers play, including being a consultant, adviser and strategic adviser. He...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics