The Ultimate Customer Service Model

Ever since Ted Levitt wrote “Marketing Myopia,” marketers have understood that the purpose of a business is finding and keeping a great client. Over the years the emphasis has shifted much more to finding any client as opposed to great clients and in the process many of our best clients have slipped away from us because our emphasis is on new accounts as opposed to client retention. This is often not the fault of the service providers themselves but rather is the fault of misdirected management who are overly concerned with immediate growth metrics as opposed to creating apostles from existing clients.
Richard Capalbo’s message is simple. The more effort that is put into having your best clients overwhelmed by the service that is provided them, the more growth you will experience in almost any service business.


This book is filled with lessons and examples of just how powerful service providers can become if they put the client first, a lesson that has been all but forgotten in an age where short term profits, management compensation and shareholder approval have all received greater priority than the client.

Only $29.95. Buy it now! (http://richardcapalbostore NULL.html)


Praises for

Finally some one gets it right! Richard understands that keeping your best clients is much more important than bringing in new ones. Not only are your clients the lifeblood of your business but they are the key to continuing to build a great practice year in and year out.

– — David Monday, Chief Client Officer of a Major New York Stock Exchange Advisory Firm

Richard has developed a sixth sense when it comes to the use of customer service to build a successful business. His methods of creating networks of resources to serve clients are unparalleled. It is easy to see why he is one of the most popular and sought-after speakers in the Financial Service Industry.

– — Robert Murray, Director of Institutional Marketing at Ancora Advisors

“Becoming a Life Advisor” was one of the most powerful books to ever address the topic of building a financial service business correctly. “The Ultimate Customer Service Model” not only takes the program to the next level but shows that these techniques apply to a variety of service professionals.

– — Norman Mains, PhD, Managing Director, Major Money Management Firm

Richard has walked our walk and talked our talk. He emphasizes techniques that he personally put into practice over a forty year career. You don’t get a lot of theory from this guy.

– — James McLaughlin, Wealth Management Advisor Major New York Stock Exchange Firm

This book is the Rosetta Stone to Customer Service. Concept after concept leads the service professional to develop the mantra, “It’s all about them.” Putting your best clients first is a lesson that has to be learned over and over again until it is indelibly transposed on to your brain.

– — Vladimir Ban, PhD, Chairman of PD-LD

I have known Richard Capalbo for years, both as a personal friend and as a business associate. I place great value on what he has to say – Richard gets it right.

– — Don Connelly, Professional Speaker, Motivator and Educator