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Communicating during a crisis

Be prepared with a crisis communication plan

Casual Friday: Four tips for a better business lunch

Smoothing out these details can make for a more productive, pleasant meeting

  • By: Leah Golob
  • November 6, 2015 November 6, 2015
  • 12:55

Use body language to make a good first impression

Keep yourself visible and adopt an open posture

  • By: Leah Golob
  • October 28, 2015 October 28, 2015
  • 10:20

Building rapport: Start the conversation

Discuss your client’s personal interests before easing into financial topics

  • By: Leah Golob
  • September 22, 2015 September 22, 2015
  • 09:50

Five tips for building rapport with your clients

Stronger lines of communication can urge a prospect to choose you over another advisor

  • By: Leah Golob
  • September 21, 2015 September 21, 2015
  • 10:05

Five phrases to avoid saying to clients

Clichés can be annoying, overused and flippant

  • By: Leah Golob
  • September 15, 2015 September 15, 2015
  • 10:40

Three ways to help widowed clients

Emotions will play an important role

  • By: Leah Golob
  • September 14, 2015 September 14, 2015
  • 09:55

Mind your manners on social media

Social media offers an excellent way to generate leads — especially if you develop a strong voice that leverages your brand. Engaging your audience is…

  • By: Leah Golob
  • August 21, 2015 August 21, 2015
  • 06:00

Four mistakes to avoid at your next conference

Put the phone away and make eye contact

  • By: Leah Golob
  • August 18, 2015 August 18, 2015
  • 09:45

How to stay “top of mind” with your clients

Make sure they know you’re always ready to help

  • By: Leah Golob
  • August 13, 2015 August 13, 2015
  • 09:20

How to communicate with couples

Avoid the trap of talking to only one spouse

Five ways to generate client feedback

Finding out what clients really think can enhance your relationships

Breaking the ice with prospects on the golf course

Forget sales. You’re there to get to know each other

Four tips for retaining female clients

Women think differently from men when it comes to finances

Top three mistakes you could be making with female clients

Avoid jargon and make your advice meaningful

Five common conference-call faux pas

Dial in on time and put all other tasks on hold

Casual Friday: Three quick tips on email etiquette

Use as much thought as you would in drafting a formal letter

Three ways to make yourself more referrable

Keep the door open, and the pressure off

Casual Friday: Create a better vacation voicemail message

Keep your greeting simple and don’t forget to smile

Three essential client conversations

Handling these important topics effectively can lead to long-term relationships

Casual Friday: Minding your email etiquette

Your messages should be polite, personalized and professional

Rookies: How to make a good first impression

Make up for inexperience by building credibility

Casual Friday: Five etiquette tips for client meetings

Make sure visitors are comfortable, and minimize distractions

Avoid raising these four “red flags” with clients

When your actions raise doubts, you risk losing clients

Four ways to reach millennial clients

It would be a mistake to ignore this growing demographic group