Closing the Gap: A Revolutionary Approach to Client and Donor Services (Second Edition)
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Scott Farnsworth defines a huge gap between what client and donor service typically provides and what they could provide-a gap that neither advisor nor client may realize exists, but one that leaves them both deeply unfulfilled. He calls this chasm between what is routinely offered to clients and what could be offered, “The Client Service Gap.”
In the Second Edition of his first book, attorney, financial advisor and estate planner Scott Farnsworth takes readers through his journey of a lifetime, when he realized that ‘good enough’ was no longer good enough. This book is about the lessons he learned and continues to learn as he works with the SunBridge model of client and donor services. For financial advisors, estate planners, philanthropic professionals and all of their clients – the approach and tools offered will not just change their practices; they’ll change them. This book details how to move them from success to significance, and guides them every step of the way.
This book is for those who want to close the gap between the promise of deep and meaningful relationships between advisors and their clients and donors, and the disappointing reality that most people experience. This book is for newcomers to the financial, legal, or philanthropic business who want to start off on the right foot so they don’t have to backtrack and retrace their steps when they discover that the well-worn path leads to dead-end relationships and professional unhappiness. This book is also for clients who are fed up with typical professional services and want a guidebook to help identify professional advisors who actually listen to their clients, who respect their stories and ideas, and who are equipped to help them design and build the future they want for themselves and those they love most.
In the Second Edition of his first book, attorney, financial advisor and estate planner Scott Farnsworth takes readers through his journey of a lifetime, when he realized that ‘good enough’ was no longer good enough. This book is about the lessons he learned and continues to learn as he works with the SunBridge model of client and donor services. For financial advisors, estate planners, philanthropic professionals and all of their clients – the approach and tools offered will not just change their practices; they’ll change them. This book details how to move them from success to significance, and guides them every step of the way.
This book is for those who want to close the gap between the promise of deep and meaningful relationships between advisors and their clients and donors, and the disappointing reality that most people experience. This book is for newcomers to the financial, legal, or philanthropic business who want to start off on the right foot so they don’t have to backtrack and retrace their steps when they discover that the well-worn path leads to dead-end relationships and professional unhappiness. This book is also for clients who are fed up with typical professional services and want a guidebook to help identify professional advisors who actually listen to their clients, who respect their stories and ideas, and who are equipped to help them design and build the future they want for themselves and those they love most.
