Home Building Your Business Client Communications

Latest news in Client Communications

Setting client expectations

Defining the terms of your relationship creates a tone of professionalism

Maintaining trust

A pattern of inaction can undermine client relationships

Advice needed on retirement income strategies, report finds

Make discovery an ongoing process

Go beyond “know your client” and find out as much as you can about your clients

When should you fire a client?

An antagonistic relationship can be draining, both financially and emotionally

Advice needed on retirement income strategies, report finds

Helping clients understand risk

Create a realistic view of how much investment risk they can handle

Dealing with clients of various cultures

Be prepared for different attitudes, but avoid stereotyping

Demographic changes are impacting the retirement landscape

Communicating across the generations

Boomers, Gen X and millennials have distinct preferences

The power of open-ended questions

Learn more about your clients through conversation, not interrogation

Are women really risk-averse?

Engaging clients on their terms

Find out how — and how often — they want to be contacted

OSC reviews RESP providers

Secrets of “soft” skills

Clients are more interested in your value as a person than your technical knowledge

Make your communications client-centric

Find out which method each client prefers and review those preferences periodically

The prospect courting process

Persuading a prospect to become your client requires time, patience and communication

Four questions to ask your clients about your service

Find out what your clients are thinking or risk losing them to another advisor

Talk about your client – not yourself

To build trust and confidence, put your own expertise aside, and listen

Keeping a professional office environment

Your workspace should instill confidence in your expertise

Help your clients teach their children about money

While kids are under pressure to spend, parents can impart some good habits

Voicemail: Closing the communication gap

Your outgoing message should assure clients that you will respond to their call

Choosing a venue for your client meeting

Getting together over coffee or lunch shows that you think highly of your client

Couples: Involve both spouses in the discussion

If you fail to engage the woman, you risk losing her business

Tips for working with couples

Relate to both partners as individuals

The client engagement process

Review these five tips to boost your experience with prospective and new clients

Talking to your clients about risk

The discussion must be personal because every client is unique

Dealing with anxious clients

Remind them that market movements are cyclical

Communicating with clients during times of volatility

Some clients will worry more than others. Your job is to reassure them

Five communication techniques to earn client confidence

Effective use of verbal and non-verbal skills takes practice and experience