Strategies

Gaining Altitude with Dan Richards

Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude. In part one, he explains how to engage your clients in conversation — the most effective method to communicate with clients.

In this Special Feature

  • Effective communication: The power of visuals

    In part three of Gaining Altitude, Dan Richards, CEO, Client Insights, explains the powerful impact that visuals have in client communications. He runs though advantages of imagistic communication and gives precise tips on how to incorporate visuals into your message to clients.

  • A $3 million prospect, a 30-minute meeting

    In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) 30-minute meeting with a $3 million dollar prospect. How do you maximize the chances of a positive outcome? Dan goes through five steps for getting the best results.

  • Gaining Altitude: How to engage your clients in conversation

    Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude. In part one, he explains how to engage your clients in conversation — the most effective method to communicate with clients.