Asking for feedback creates the magic with clients
Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients
- By: Jade Hemeon
- June 6, 2012 November 17, 2019
- 17:40
Latest news in Client Communications
Tips for successful seminars
Today’s events are smaller and content is specific
- By: Fiona Collie
- May 30, 2012 November 17, 2019
- 11:30
Casual Friday: Six effective voicemail tips
Be prepared and avoid telephone tag
- By: Fiona Collie
- May 25, 2012 November 17, 2019
- 09:40
Keeping clients calm in volatile markets
Make frequent contact and focus on long-term goals
- By: Fiona Collie
- May 22, 2012 November 17, 2019
- 10:00
Create a client-communication routine with these five tips
Whether you contact clients monthly or quarterly, make it about them, not you
- By: Fiona Collie
- May 17, 2012 November 17, 2019
- 10:50
Four ways to connect with clients
Touch points get your clients to know you, like you and trust you
- By: IE Staff
- May 16, 2012 November 17, 2019
- 10:45
When should you ask for a referral?
When it comes to popping the question, timing is almost everything
- By: Fiona Collie
- May 15, 2012 November 17, 2019
- 10:00
Five steps to a productive conversation
Set clients at ease and be a good listener
- By: Dwarka Lakhan
- May 9, 2012 November 17, 2019
- 10:30
“It’s an honour just to be nominated”
Exhibit your community awards, but remain humble
- By: Fiona Collie
- May 4, 2012 November 17, 2019
- 14:20
Don’t talk products — add value
Today’s clients are looking for advisors who can guide them through their life stages
- By: Fiona Collie
- April 23, 2012 November 17, 2019
- 11:15
Handling a crisis call
It pays to be prepared for bad news from clients
- By: Fiona Collie
- April 18, 2012 November 17, 2019
- 11:00
Broaching the subjects clients would rather avoid
Make conversations about issues such as wills and POAs routine
- By: Fiona Collie
- April 17, 2012 November 17, 2019
- 10:00
Six components of a successful e-newsletter
Know your audience and keep it brief
- By: Fiona Collie
- April 4, 2012 November 17, 2019
- 11:20
How to survey your clients
Get valuable feedback and act on it
- By: Fiona Collie
- April 3, 2012 November 17, 2019
- 12:15
Telling stories to build relationships
The tales you tell help define you and your value to clients
- By: Dwarka Lakhan
- March 28, 2012 November 17, 2019
- 11:10
Talking to your clients about fees
Outline your fee structure and what clients receive for those charges
- By: Fiona Collie
- March 20, 2012 November 17, 2019
- 11:00
Structuring your client appreciation event for success
Follow a step-by-step plan for reaping the benefits of an event
- By: Fiona Collie
- March 14, 2012 November 17, 2019
- 11:30
Five tips for hosting successful client appreciation events
Make sure your client events are well attended by preparing carefully in advance
- By: Fiona Collie
- March 13, 2012 November 17, 2019
- 11:00
Altering your attitude to referrals
Having the wrong attitude about referrals can be harmful for your business
- By: Fiona Collie
- March 12, 2012 November 17, 2019
- 13:00
Identify and retain top clients
The quality of a client relationship can be more important than the size of the account
- By: Fiona Collie
- March 6, 2012 November 17, 2019
- 12:35
Six steps to successful networking
Make an impression and follow up
- By: Fiona Collie
- March 5, 2012 November 17, 2019
- 10:50
Get more from your value proposition
Keep it short, clear and current
- By: Fiona Collie
- March 1, 2012 November 17, 2019
- 12:10
Create a value proposition
Say what sets you apart from other advisors
- By: Fiona Collie
- February 29, 2012 November 17, 2019
- 14:30
A crucial component of every email
Your signature says a lot about you and your business
- By: Fiona Collie
- February 17, 2012 November 17, 2019
- 10:35
What not to Tweet
Twitter can be a powerful tool if you control its risks
- By: JoAnne Sommers
- February 14, 2012 November 17, 2019
- 11:10