The Financial Documents Binder

financialdocumentsbinder.com

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    About Us

    With over 12 years in Customers Service experience (retail and corporate customer service marketing), Jessica Chapman founded Room To Breathe Professional Organizers in 2002. Her mission: to train micro and small business owners about the importance of and true value of outstanding customer service. "The only way to maintain a thriving business is through high quality, consistent customer service, " says Ms. Chapman. "And the only way you get that consistency is by systematic and organized implementation of business practices." In 2005, she decided to put her innate skill and learned knowledge of customer service programs to work by creating products that give a two-fer return to her clients. The Financial Documents Binder (FDB) was created especially for Financial Advisors, Investment Managers, Estate Planning Attorneys and other financial professionals interested in having a more holistic, productive and positive relationship with their clients. The FDB provides a neutral talking point for client meetings and ensures the client is working on improving their financial status in all areas, not just investments. The two-fer? Not only does this product provide the client with the warm fuzzy feeling of customer service from the advisor, it also supports conversations and improving the time management of the advisor meetings. More time focused on exactly what the customer needs means higher value placed on the relationship. For more information about improving your business bottom line through consistent customer service, visit the Room To Breathe Professsional Organizers main website.

    Tags » The FDB Team
    • 16 February 2010
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  • About The Financial Documents Binder

    The Financial Documents Binder is designed for Independent Financial Professionals and individuals to be the most comprehensive financial security management resource available.

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