Consider Customer Relationships
Financial professionals may have long-time clients that rely on them for more advice or guidance than the service agreement stipulates. Developing a habit of providing financial advice and guidance to clients when these services are not specifically agreed upon can create errors & omissions exposures.
Pay Attention to
Promotional Materials
Marketing materials, including promotional emails, flyers,
presentations, and websites should not promise or allude to assumptions of
services or outcomes that cannot be guaranteed.
Grow with your
Business
While growth in one’s business is always a positive move
forward, professionals and firms should confirm they have the capacity to
provide the same quality and service standards to their growing customer base.
Ensure adequate resources are available for business needs. Resources could
include support staff, investment in new technology or even adding a partner to
your team.
All
information provided in this blog is for informational purposes only. The
sources used are presumed accurate. CalSurance Associates, Brown & Brown
Program Insurance Services, Inc. and Brown & Brown, Inc. will not be liable
for any errors, omissions, losses, injuries or damages arising from its display
or use and will not assume responsibility for any misguided information. No
guarantees are implied.
