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[quote=Anonymous][quote=Anonymous]When I was at Brown Brothers Harriman years ago we actually provided client service.

For instance one client on his wedding day Best Man got food poisoning.  His financial advisor got a call and filled in on 60 minutes notice in his tux. His wife ran got gift and got dressed attend and he did toast.

We did stuff like that as they are clients and that’s how you make Partner.

You need to go the extra mile. My brother in law was in sales and often took orders one to football games on Sunday, dinner with wife in Saturday. Clients don’t work your schedule you work there schedule [/quote]

I feel like your first story is something passed around the office as "legend". It was likely that the FA was invited to the wedding anyway and maybe asked to stand in for the best man at the last minute since they were also friends. If so, this is not really a customer service story. FA for high net worth individuals are frequently friends and run in their clients' social circles. I'm guessing that OP is not in this kind of position.[/quote]

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