"Secrets to Optimal Client Service," With Jim Donovan

AI Analysis
Here are 11 key rules of thumb for delivering optimal client service:

1. Avoid jargon - use simple, clear language clients will understand.

2. Pause when speaking - it slows you down, allows clients to ask questions, and shifts the power balance slightly.

3. Give advice in the client's best interest, even if it goes against your own interests - this builds trust and credibility.

4. Ask open-ended questions - gets the client talking about themselves and provides you with useful information.

5. Be upbeat and positive - people enjoy being around optimism and energy.

6. Be careful mixing business and social activities - focus on professionalism.

7. Be humble - make genuine, complementary comments indicating humility.

8. Be responsive and available - respond promptly and let them know you're there when needed.

9. Take a clear position - tell the client what you recommend, don't equivocate.

10. Control the meeting - have an agenda and don't let others derail you.

11. Have an agenda, communicate it upfront, take notes, and recap action items - this provides structure and reassurance.

He’s right about #3. If you are willing to give advice that runs counter to your own interest, it builds so much trust and credibility that you can afford to be average at the rest of these skills and still do well in your field. Not elite, but still good.

Sir this is Wendy's

Great lecture loved it

I would trust this guy with my savings

"jack kennedy"

#1 "don't use jargon"

.. 2 seconds later:

"The second heuristic"

( Jim Donovan pauses bc he understands what he just did )

man hes good

This is the kind of influencers we need in our feeds

Impressive. Now let’s see Paul Allen’s client service.

This is gold ! 💯

The lost potential of life can be seen of spending all your best years of life in office kissing clients asses in return for some overvalued money which is not worth much later in life

He actually looks like Saul Goodman

It is not a secret : just sell shit to "willing buyers at faire market price so that you may" get filthy rich.

I am in no way in to finance, business or a rich lifestyle. But this guy, who operates within this field, he really comes across as human, humble and compontent. Great speech too.

Amazing video, thanks🔥

Pause ...........

dont use jargon or other unknown concepts so that no one is forced to confront their own ignorance.

Great advice!

Thanks for helping me sleep

This video has given me so much more ROI than many paid courses combined. Pure Gold

If, as an attorney, you desire to serve humanity, stop filing frivolous lawsuits to make a living. You're trading your integrity for dollars. Oh, did I really say that?

This guy is the most bank-looking banker that’s ever banking.

Agent Smith

Sounds like this is the bomb for successful romantic relationships too

🎯 Key Takeaways for quick navigation:

Never use jargon when communicating with clients.
Pause during interactions to slow down, encourage dialogue, and create balance.
Provide advice contrary to your own interests to establish credibility.
Ask open-ended questions to engage clients and gather valuable information.
Maintain a positive and upbeat demeanor in client interactions.
Avoid mixing business with social activities to maintain professionalism.
Demonstrate humility and compliment clients genuinely.
Be responsive, available, and make clients feel important.
Take a clear position and provide decisive advice.
Control meetings to stay focused and on track.
Have a structured agenda, communicate it upfront, and take thorough notes.

Made with HARPA AI

This guy banks

1. Never use jargon.
2. Pause - slow yourself down.
3. Look for opportunities to give the client advice that is not in your interest.
4. Ask open ended questions.
5. Be positive.
6. Be careful about mixing business with socializing.
7. Be humble.
8. Be available - be responsive.
9. Take a position - tell the client what to do.
10. Control the meeting.
11. Have an agenda, get the client to buy into it, and take notes.

What’s dryer. This guy or the Sahara desert?

Please UVA Law, post more Jim Donovan lectures!!!

My favorite profession is Judiciary! Or your 👍

I think he is a cartoon. But now... It was totally wrong

This lecture is incredible .

An investment bank is basically as if someone took everything shallow and soulless in us as humans and our societies, and turned it into an enterprise. That being said, I do respect a consummate professional. The sort of guy who takes pride in behaving appropriately in a workplace environment, and doing his job right.

While explaining the first rule in the first 3 minutes. I thought he was going to just say "Well, guess what? Your clients are going to leave for someone they can take seriously" and move on to the next rule lol. That shows you how good this guys advice is. And why people who laugh at those who go to college should be laughed at.

This guy is agent Smith in real life.

This video randomly showed up in my feed and I am sincerely glad that it did. Thanks for such a valuable insight!

He is such a great presenter. I‘d like to ask him how to build the relationship from the scratch.

sat up once he started talking. And I’m in the comfort of my own home 😅

Isn’t this common sense?

is there any playlist for this professor?

This guy looks exactly like what you would expect the "Vice Chairman of Global Client Coverage at Goldman Sachs" would look like.

Excellent. Thank you very much.

Lets see his business card

Love this guy.

Bravissimo.

Are you trying to sell me Virginia Tech or what, Mike?