Client Service

The essence of a service company is the service.  Nothing is more important to DalpéMilette. Yet, nothing is more difficult to convey and to explain. The quality of service is measured by intangible human impressions.

The growth of assets under management is the basis for the increase in generated income. Experience demonstrates that the main source of new prospects stems from references from current customers and that it is much easier to convert a prospect into a customer if the person was referred by a satisfied customer. Service is the first reason that a customer refers a prospect. So, in order to be referred, you have to offer first-rate service.

The quality of service is mainly a function of two elements: (i) a state of mind and (ii) an organization. The staff of DalpéMilette is naturally chosen for their professional skills (in relatively plentiful supply), but more importantly they are chosen for their talent to demonstrate true empathy and concern for a job well done (a rarer commodity). This assertion might seem simplistic but it represents the main reason for the quality of our service.

Our client service plan is based on the team and on technology. It focuses on the client himself/herself, not solely on his/her portfolio, and tends to be proactive rather than reactive.

We strive to create a personalized, empathetic and professional environment within which our client will feel at ease in obtaining his/her financial services. Two of these three characteristics are connected with service. The primary function of our assistant advisors is to offer a significant portion of this service and our role as partner is to provide an environment (process, motivation and tools) that allows them to offer high quality service.