Build your brand with Twitter
Broaden your exposure to prospective clients
- By: JoAnne Sommers
- February 13, 2012 November 17, 2019
- 11:00
Latest news in Client Communications
Casual Friday: Strengthen relationships with thank-you notes
A paper note can make your message stand out
- By: Fiona Collie
- February 10, 2012 November 17, 2019
- 11:00
Five steps to a successful first meeting
It’s about the prospect, not the products
- By: Fiona Collie
- February 8, 2012 November 17, 2019
- 12:30
Casual Friday: Four ways to ruin a client event
These common mistakes can alienate clients
- By: Fiona Collie
- February 3, 2012 November 17, 2019
- 12:00
Reasons to use a CAB
A client advisory board can be helpful to your business
- By: Fiona Collie
- January 31, 2012 November 17, 2019
- 14:30
Casual Friday: Top five client-event mistakes
Awkwardness is your worst enemy
- By: Fiona Collie
- January 27, 2012 November 17, 2019
- 12:00
10 client communication tools
Are you getting the most from your marketing tools? Use this checklist to target your message.
- By: Dwarka Lakhan
- January 25, 2012 November 17, 2019
- 11:20
Communicating your value as an advisor
Show and tell clients what you can do for them
- By: Dwarka Lakhan
- January 20, 2012 November 17, 2019
- 11:50
A referral strategy that works
The right mind-set and timing create a smooth transition
- By: Fiona Collie
- January 11, 2012 November 17, 2019
- 16:50
An efficient client-meeting process
Structured meetings are linked to bigger assets
- By: Fiona Collie
- January 9, 2012 November 17, 2019
- 12:10
Strengthen your client relationships
Four tips to keep your clients engaged
- By: Fiona Collie
- January 3, 2012 November 17, 2019
- 14:25
Choosing a hot seminar topic
Appeal to your ideal clients
- By: Fiona Collie
- December 19, 2011 November 17, 2019
- 11:40
Dealing with a demanding client
Explain the limits of your service
- By: Fiona Collie
- December 15, 2011 November 17, 2019
- 14:00
Dealing with a difficult client
Work through the problem, and learn
- By: Fiona Collie
- December 14, 2011 November 17, 2019
- 13:30
Warming up “cold” prospects 2
Treat them as individuals, and ditch the script
- By: Fiona Collie
- December 13, 2011 November 17, 2019
- 11:20
Warming up “cold” prospects
Do your research and look for common ground
- By: Fiona Collie
- December 12, 2011 November 17, 2019
- 11:15
Lawyer: Communicating with clients during volatile markets
Proper recordkeeping of client communications is critical
- By: John Fabello
- December 12, 2011 November 17, 2019
- 10:30
Casual Friday: Lunch for success
Wow your client with a memorable meal
- By: Fiona Collie
- December 9, 2011 November 17, 2019
- 12:00
Casual Friday: What not to order when dining with a client
Here are some items to avoid as you peruse the menu
- By: Fiona Collie
- December 2, 2011 November 17, 2019
- 14:00
Create a newsletter clients can’t resist
Choose compelling topics and provide resources
- By: Fiona Collie
- November 24, 2011 November 17, 2019
- 11:40
What to do with a ‘wrong’ referral
Make the best of a potentially awkward situation
- By: Fiona Collie
- November 23, 2011 November 17, 2019
- 12:00
Four steps to a consistent client experience
Keeping your process manageable increases client loyalty
- By: Fiona Collie
- November 16, 2011 November 17, 2019
- 14:00
Create a standard client experience
Delivering consistent service builds client trust
- By: Fiona Collie
- November 15, 2011 November 17, 2019
- 15:20
Minding your social-media manners
If you’re using LinkedIn, use proper etiquette
- By: Fiona Collie
- November 4, 2011 November 17, 2019
- 09:25
Nervous about a big meeting?
Here’s how to relax
- By: Fiona Collie
- October 28, 2011 November 17, 2019
- 11:50