How to Keep Your Clients Happy, Even During the COVID-19 Crisis

What’s the secret to keeping your clients happy? One word: Listen.

There is no doubt that COVID-19 has added immense stress to the lives of American business owners and professionals, but we are not alone. As professionals, we cannot discount the stress our clients are experiencing in their own personal and work lives due to the pandemic. Now more than ever, it’s essential that we keep the lines of communication open with our clients. 

Michelle Connell, owner of Portia Capital Management was recently interviewed by Henry DeVriesForbes Contributor on how professionals can keep their clients happy, even in the midst of these uncertain times. May her thoughts and comments on the topic serve as a reminder as to why now is the time to reach out to your clients and truly listen to them.

Your business’ reputation and profitability depend on you being proactive. Clients may forgive us for not beating the S&P 500, but they will remember a lack of service and empathy.

Thank you Forbes and Henry DeVries for this huge honor.

  • Would you like to learn more about we have helped protect our clients’ portfolios in times of crisis?
  • Are you concerned about optimizing your portfolio and meeting your long-term goals?

Contact us today!
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About Portia Capital Management
Michelle Connell, CFA is the President and Owner of Portia Capital Management, LLC, the only Registered Investment Advisory firm in DFW to be founded by a female CFA. Ms. Connell is one of the highest-rated finance professors in the United States, currently serving as an adjunct professor at The University of Texas in Dallas and teaching the CFA Review for the DFW CFA Society. Ms. Connell works with her students and private clients to understand the value of crafting a portfolio that includes conventional products as well as alternative assets, including private equity, private debt and real estate, and allows investment portfolio creation with greater downside protection and more consistent returns. 

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