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Today’s e-newsletters offer compelling content and tools that track results
- By: Brent Jolly
- October 25, 2012 November 17, 2019
- 11:10
Latest news in Client Communications
Four tips to improve client communication
Be positive and keep it personal
- By: Fiona Collie
- October 24, 2012 November 17, 2019
- 14:20
How to have deeper conversations with clients
Show them that your relationship is about more than money
- By: Wendy Cuthbert
- October 18, 2012 November 17, 2019
- 10:20
Show your clients appreciation
You can strengthen the client/advisor relationship by connecting with clients in a personal way
- By: Dwarka Lakhan
- October 11, 2012 November 17, 2019
- 10:50
How to implement client feedback initiatives
Having a proper feedback mechanism in place can help you identify clients at risk as well as give you insights into what clients want
- By: Dwarka Lakhan
- October 9, 2012 November 17, 2019
- 13:00
Casual Friday: Avoid bad dining habits
Here are five tips for making a lunch with a client a true success
- By: Fiona Collie
- October 5, 2012 November 17, 2019
- 09:20
How to build better relationships
Making clients more engaged and speaking about the issues that affect them most are the best ways to ensure long-term profitability
- By: Fiona Collie
- October 2, 2012 November 17, 2019
- 09:45
Five tips to make your seminar presentations shine
Speaking about the content that matters to the audience — in easy to understand terms — can help you connect with clients and prospects
- By: Fiona Collie
- October 1, 2012 November 17, 2019
- 10:45
Five ways to connect with busy clients
Is your client pressed for time or avoiding you?
- By: Fiona Collie
- September 27, 2012 November 17, 2019
- 15:00
Five ways to sabotage your client-appreciation event
These mistakes can undermine your best efforts to thank your clients
- By: Fiona Collie
- September 24, 2012 November 17, 2019
- 11:00
Tune up your client meetings
Stay on schedule and ensure all topics are covered with an agenda
- By: Fiona Collie
- September 19, 2012 November 17, 2019
- 11:00
Keep your clients from climbing the wall of worry
Anxiety can lead to bad decisions during times of volatility
- By: Dwarka Lakhan
- September 13, 2012 November 17, 2019
- 11:00
Five steps toward a successful first meeting
Focus on getting to know the prospect
- By: Dwarka Lakhan
- September 12, 2012 November 17, 2019
- 11:20
Casual Friday: 10 handshake tips (courtesy of Seinfeld)
Iconic comedian’s quips hold value for advisors
- By: Grant McIntyre
- September 7, 2012 November 17, 2019
- 13:15
How to cultivate referral sources
Make yourself referable and have a clear message
- By: Fiona Collie
- August 27, 2012 November 17, 2019
- 11:30
Casual Friday: Should you give alcohol as a client gift?
Yes, if you avoid the “minefield”
- By: Fiona Collie
- August 17, 2012 November 17, 2019
- 11:00
Get the most from a client advisory board meeting
Important client feedback will fuel your growth
- By: Fiona Collie
- August 13, 2012 November 17, 2019
- 11:00
That first prospect conversation
Four ways to turn an introduction into a lasting impression
- By: Fiona Collie
- August 9, 2012 November 17, 2019
- 11:00
Choose an effective seminar venue
A client or prospecting event is no place to cut corners
- By: Fiona Collie
- August 7, 2012 November 17, 2019
- 11:00
When and how to fire a client
Five tips to consider before breaking up
- By: Fiona Collie
- July 30, 2012 November 17, 2019
- 11:00
Get better referrals
Make sure clients and COIs know what type of client you’re looking for
- By: Fiona Collie
- July 23, 2012 November 17, 2019
- 10:30
Casual Friday: Barbeque etiquette for advisors
Summer means casual get-togethers — but don’t be too casual
- By: Fiona Collie
- July 20, 2012 November 17, 2019
- 11:00
Conducting the annual review, part two
Summarize and consolidate information helpful to you and the client
- By: Fiona Collie
- July 4, 2012 November 17, 2019
- 10:25
Five steps to more productive annual reviews
Let clients help set the agenda and ask for feedback
- By: Fiona Collie
- July 3, 2012 November 17, 2019
- 09:00
Casual Friday: Choosing a venue for your client lunch
Avoid surprises and retain your professional image
- By: Fiona Collie
- June 15, 2012 November 17, 2019
- 11:00