Relationship

Relationship

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

danrichards
Dan Richards My Practice
 Printer-Friendly Version  Email This Article by Dan Richards, ClientInsights.ca Many great client relationships emerge from friendships. That said, some investors are uncomfortable working with advisors with whom they ...
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Recognize and Avoid Common Client Service Errors

Gears
My Practice Norm Trainor
 Printer-Friendly Version  Email This Article by Anthony Lam,The Covenant Group Managing client relations is a juggling act. Not only must you take care of all the details behind ...
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What Not to Tell Clients About Referrals – The Private Bankers Rule in Action

dan-r
My Practice
 Printer-Friendly Version  Email This Article   There’s no shortage of advisor coaches and consultants on how advisors should operate,  which means you have to be discerning about who ...
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Managing People: Lend Your Employees an Ear

blueprint-2
My Practice Norm Trainor
 Printer-Friendly Version  Email This Article   by Norm Trainor, The Covenant Group As you continue to build your business, it will be necessary to delegate functions of the ...
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Learn to Prioritize Your Clients

blueprint-2
Norm Trainor
 Printer-Friendly Version  Email This Article by Norm Trainor, The Covenant Group Do you find yourself constantly scrambling just to keep up with all of your clients? Does it ...
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How to Ensure Clients “Feel Valued”

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Ask advisors whether they value their clients (especially top clients) and care about their future success and you’ll get funny looks wondering what ...
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Reduce Your Vulnerability to a Market Downturn

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

Speaking Narrow
My Practice
 Printer-Friendly Version  Email This Article In my first three posts on our client engagement think tank, I set the stage for a discussion of a referral marketing plan. ...
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A “Wow” Experience Is Not Enough

Speaking Narrow
My Practice
 Printer-Friendly Version  Email This Article We have been told that to attract referrals and clients, we have to provide a “wow” experience. But that’s just not enough on ...
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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
 Printer-Friendly Version  Email This Article Advisor Collaboration is now a week old and we have attracted almost 60 members. This week, we are discussing a blog that we ...
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10 Questions That Begin the Referral Process

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article This is a guest article by U.S. consultant Bob Burg, reprinted with his permission. Networking isn’t a contest to see who can hand ...
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The Key to Outstanding Client Relationships

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article Lots has been written about what advisors can do to create outstanding client relationships. What’s often missed is the role that clients themselves ...
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Don’t Ask For Referrals – Ask For Advice

Speaking Narrow
My Practice
 Printer-Friendly Version  Email This Article Let me introduce you to the most powerful business building question I ever learned. The question was taught to me by Bruce Peters, ...
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The Single Best Way to Start a Client Meeting

danrichards
Dan Richards
 Printer-Friendly Version  Email This Article What does it take for a meeting with a key client to be successful? Answering that question requires you to first quantify how ...
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10 Questions That Kick Start the Referral Process

dan-r
My Practice
 Printer-Friendly Version  Email This Article This is a guest article by U.S. consultant Bob Burg, reprinted with his permission. Networking isn’t a contest to see who can hand ...
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