“Client First” Approach Builds Trust and How my Orthodontist Reinforced that Principle

A few years ago, my son had his adult coming in every direction except the right one.

We were referred to an orthodontist in Dartmouth, and I was fully prepared to pull out the cheque book (I realize I’m dating myself here).

But after some x-rays and a careful examination, the orthodontist told me, “You know, I think this is a textbook example of extraction solving the problem; if we just pull 4 teeth, everything should come in normally and we can avoid braces.” After my jaw hit the floor, I said “okay” and scheduled an appointment for the extractions. It was everything I could do to control myself to not jump up and click my heels in the parking lot as we were leaving.

But here's the thing: it wasn't really about the money.

In that moment, the orthodontist proved he was putting my son's needs ahead of his own revenue - Instant credibility!

We've gone back every year since for follow-ups. If tomorrow he told me braces were necessary after all, I'd believe him. Why? Because he's already shown me that he'll recommend what's best, not what's most profitable.

That's the same approach we take at 4 Crowz Employee Benefits.

When we review a benefit plan, we don't walk in looking for problems to sell solutions. We highlight the good, the bad, and the ugly. We ask why things were done a certain way. We recognize there may be valid reasons behind decisions. And we focus on having the right conversation before recommending any changes.

Trust isn't built when things are going wrong.

It's built when people see that you're willing to put their interests first.