Relationship

Relationship

What to Say When a Friend Doesn’t Want to be Your Client

danrichards
Dan Richards My Practice
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 ...
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Recognize and Avoid Common Client Service Errors

Gears
My Practice Norm Trainor
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 ...
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What Not to Tell Clients About Referrals – The Private Bankers Rule in Action

dan-r
My Practice
  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 ...
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Managing People: Lend Your Employees an Ear

blueprint-2
My Practice Norm Trainor
  by Norm Trainor, The Covenant Group As you continue to build your business, it will be necessary to delegate functions of the firm to others. However, if ...
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Learn to Prioritize Your Clients

blueprint-2
Norm Trainor
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 ...
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How to Ensure Clients “Feel Valued”

danrichards
Dan Richards
Ask advisors whether they value their clients (especially top clients) and care about their future success and you’ll get funny looks wondering what you’ve been smoking. The answer ...
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Reduce Your Vulnerability to a Market Downturn

Speaking Narrow
My Practice
by Stephen Wershing, The Client Driven Practice Is the next market downturn your biggest vulnerability? It shouldn’t be. Many advisors lose clients when the market declines.  The most ...
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How to Design a Referral Marketing Strategy – Results from Client Engagement Think Tank, Part Four

Speaking Narrow
My Practice
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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A “Wow” Experience Is Not Enough

Speaking Narrow
My Practice
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 ...
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Discussion: What do you have to do (differently) to grow your business at 20% compounded annually?

bob-s
Advisor Collaboration Synchronicity
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 ...
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