by Dan Richards, ClientInsights.ca Many great client relationships emerge from friendships. That said, some investors are uncomfortable working with advisors with whom they have close friendships – something ...Read more Comments Off on What to Say When a Friend Doesn’t Want to be Your Client
by Anthony Lam,The Covenant Group Managing client relations is a juggling act. Not only must you take care of all the details behind the scenes to ensure they ...Read more Comments Off on Recognize and Avoid Common Client Service Errors
There’s no shortage of advisor coaches and consultants on how advisors should operate, which means you have to be discerning about who you listen to. One expert ...Read more Comments Off on What Not to Tell Clients About Referrals – The Private Bankers Rule in Action
by Norm Trainor, The Covenant Group Do you find yourself constantly scrambling just to keep up with all of your clients? Does it seem as though you’re fighting ...Read more Comments Off on Learn to Prioritize Your Clients
We have been told that to attract referrals and clients, we have to provide a “wow” experience. But that’s just not enough on which to base a business ...Read more Comments Off on A “Wow” Experience Is Not Enough
Advisor Collaboration is now a week old and we have attracted almost 60 members. This week, we are discussing a blog that we posted last week – “What’s ...Read more Comments Off on Discussion: What do you have to do (differently) to grow your business at 20% compounded annually?