The Client: Client retention
August 15, 2013
Winning More Assets, Not More Clients
How to persuade existing customers to bring in more business.
Last Comment: August 15, 2013
August 13, 2013
What Clients Want: A Well-Rounded Relationship
They’ll fire an advisor who does nothing more than manage assets.
August 9, 2013
Clients’ College-Bound Kids Can Use Your Advice
This summer, show your value by offering tips on insurance, for example.
August 7, 2013
Tackling Life Insurance With Clients
It’s not the sexiest part of financial planning, but ignoring it is usually a bad idea.
Video [ 2:53 ]
Last Comment: August 7, 2013
August 6, 2013
The Joys and Pitfalls of Advising Finance Professionals
From sensitive egos to erratic bonuses, this client niche has idiosyncrasies.
Last Comment: August 6, 2013
August 2, 2013
A Client’s Personality Can Make or Break the Relationship
There’s no point taking on an account that’s a bad fit for your practice.
Last Comment: August 2, 2013
July 30, 2013
Putting Everyone’s Expectations on the Table
Advisor and client both save trouble by clarifying their obligations up front.
July 29, 2013
“Touch Points” Help Advisors Keep Up With Clients
But this kind of soft-sell marketing has to fit with the advisor’s style.
July 26, 2013
When Framing Risk, Talk Dollars, Not Percentages
That way, you’re getting clients to think more in terms of concrete losses.
July 26, 2013
Putting Know-It-All Entrepreneurs in Their Place
Sometimes you have to be smarter than the smartest guy in the room.