The Unividual Secret
Our staff have developed the expertise to really listen and connect with clients, which is the key to Unividual’s financial planning service. In 2020 74% of our business came from existing clients and of the 123 new clients who decided to work with Unividual 66% of them were recommended to the business by people we know. Loyalty is not just about repeat business, it exists when clients let their friends and family in on ‘the Unividual secret’. The secret to our service lies in how we involve clients and staff in developing service standards. At Unividual, we listen to what our clients want: this is fed back and we adapt business processes and employee training so our staff have what they need to meet and exceed those expectations.