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Latest news in Client Communications

Working with grieving clients

Working with grieving clients

Comforting a client who has lost a loved one is an increasingly important skill for financial advisors

  • By: Leah Golob
  • May 18, 2017 November 17, 2019
  • 10:30
Asking for referrals: pick up the phone

Asking for referrals: pick up the phone

While email requests can slip through the cracks, a phone conversation can be more effective in generating introductions

  • By: Leah Golob
  • May 12, 2017 November 17, 2019
  • 11:45
Avoid these common first-meeting mistakes

“How am I doing?”

Three tips on asking for informal client feedback

  • By: Leah Golob
  • April 19, 2017 November 17, 2019
  • 09:45

Get valuable feedback through written surveys

Formal questionnaires can generate honest, authentic responses from your clients

  • By: Leah Golob
  • April 18, 2017 November 17, 2019
  • 11:45
Advice needed on retirement income strategies, report finds

Get more from your discovery meetings

Go beyond the standard questions and try to learn your client’s attitude toward money

Be prepared: getting ready for a first meeting

Tailor your pitch to the specific needs of the client and review your presentation beforehand

Avoid these common first-meeting mistakes

Avoid these common first-meeting mistakes

In the discovery process, you should demonstrate that you are making an effort to understand your client’s goals

Advice needed on retirement income strategies, report finds

CRM2: Taking a transparent approach

Clients will have questions as a result of the new disclosure requirements. Be open and honest, and focus on their goals

Write better letters, faster

Pre-written templates can help you deliver consistent, cohesive messages

Why you should use webinars

Reach clients and prospects with this powerful educational tool

Keeping clients calm in unpredictable times

Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations

Capturing prospects in the digital realm

These digital communication strategies can help draw more clients to your business in 2017

Why it’s time to update your communication strategy

Clients want to hear from you more than you might think — and not only about their investments

Talking to your clients about fund fees

Explain why some mutual funds, such as emerging markets, funds incur higher expenses than others

Three common client-survey mistakes

Three common client-survey mistakes

Don’t let these blunders mar your client-feedback strategy

Three common client-survey mistakes

Client surveys are just the beginning

A written questionnaire should be the first step in an in-depth client-feedback program

Advice needed on retirement income strategies, report finds

Five steps to a productive conversation

In order for a discussion to be useful, it must have a structure

Choosing the right gift could be easier than you thought

A museum pass may be appreciated, but that simple scented candle just might do the trick

Choosing the right client gift

Give them something that strikes an emotional chord

Is your communication program up to snuff?

Is your communication program up to snuff?

Yearend is a good time to review your strategy and ensure your messages are resonating with clients

Three holiday client-contact strategies

There’s lots you can do to strengthen your bond with your clients

High-income men more likely to be emotional investors

Guiding clients through periods of market volatility

You have to make an effort to broach underlying anxieties your clients may have in order to help them stay the course

Insurance industry must step up succession planning efforts

The “succession” conversation

Once you have mapped out your exit plan, how and when you inform your clients is critical

Telling stories to win clients

Telling stories to win clients

Relating experiences about yourself, your values and other clients can help you build trust

Events your clients will appreciate

From fine dining to paintball, make your event suit your clients’ tastes