Client Feedback

Client Feedback

New Schwab Study Shows Why Clients Have Been Moving

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My Practice
  Clients weren’t getting what they wanted, and they want to address more than the portfolio. Charles Schwab recently released its 2012 survey Independent Advisor Outlook/High Net Worth ...
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Your Clients Don’t Like “Fee-Based”

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  by Stephen Wershing Advisors who don’t seek client feedback don’t know what their clients want, they know what the advisor thinks they should want. We all know ...
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How to Design a Referral Marketing Strategy – Results from Client Engagement Think Tank, Part Four

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In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What we found in our ...
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Five Things You Can Do To Attract Referrals In 2012

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As you put your 2012 business and marketing plans into action, what are your plans for attracting referrals this year? One of the biggest reasons we do not ...
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How Client Feedback Drove Dramatic Gains in One Advisor’s Business

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Dan Richards
How client feedback drove dramatic gains in one advisor’s business Many advisors have heard about the benefits of a Client Advisory Board. Today, an advisor who leads a ...
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How to Attract Referrals Systematically

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In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. What we found in our ...
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The Immense Value of Client Feedback in Getting Referrals

The Immense Value of Client Feedback in Getting Referrals
Last Friday, advisor coach Stephen Wershing was interviewed by executive coach Bruce Peters. He discussed the how to build a referral marketing program, and the importance and immense ...
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The Advisor Your Clients Crave

The Advisor Your Clients Crave
Stephen Wershing’s presentation asks some very important questions for advisors to contemplate. Great questions lead to great answers, and the last position you want to find yourself in, ...
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The Conversation is the Relationship

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The number of referrals financial advisors receive from clients is directly related to how often they meet with clients and what they discuss besides their portfolio when they ...
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Utilizing Feedback (Productively, to Gain Referrals)

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Utilizing Feedback (Part 5 of 5) In case you missed the first four of five sections, here are the links: How Referrals Happen (Part 1), Setting the Stage ...
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