Gain a Competitive Advantage

Transactional vs. Relational:

What Kind of Experience are You Delivering to Your Clients?

    Nothing is more frustrating to the highly skilled professional of today than being viewed as simply another commodity requiring the lowest price available. Your professional service work is NOT a commodity. It’s an experience. Because of this, your ability to make these ‘moments of truth’ remarkable and memorable will go a long way towards determining the amount of trust your clients place in you as their financial advisor.

    Lockhart knows that Image Counts—and this includes the image of your work that was put into your clients important documents. When they experience these documents being delivered in Lockhart’s custom presentation folders, your stature as a trusted advisor will be enhanced.