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  1. Beatrice Paez
    Don’t let these blunders mar your client-feedback strategy
  2. Beatrice Paez
    A written questionnaire should be the first step in an in-depth client-feedback program
  3. Dan Richards
    What advisors should do to help clients understand CRM2 reports
  4. Dwarka Lakhan
    In order for a discussion to be useful, it must have a structure
  5. Beatrice Paez
    A museum pass may be appreciated, but that simple scented candle just might do the trick
  6. Beatrice Paez
    Give them something that strikes an emotional chord
  7. Beatrice Paez
    Yearend is a good time to review your strategy and ensure your messages are resonating with clients
  8. Beatrice Paez
    There’s lots you can do to strengthen your bond with your clients
  9. Beatrice Paez
    You have to make an effort to broach underlying anxieties your clients may have in order to help them stay the course
  10. Beatrice Paez
    Once you have mapped out your exit plan, how and when you inform your clients is critical