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Latest news in Client Communications

Five ways to generate client feedback

Meet in person or use online surveys

How to deal with a dissatisfied client

Get to the bottom of their unhappiness through frank and open discussion

Improve your client communication

Client contact is key to client satisfaction

Helping widows through the first year

Become your grieving client’s “thinking partner”

What new widows need

Postpone important decisions and avoid clichés

Holiday gifts that resonate with clients

Make it memorable and personal

  • By: Leah Golob
  • December 1, 2015 February 13, 2019
  • 12:11

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 February 13, 2019
  • 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 February 12, 2019
  • 10:20

Building rapport: Start the conversation

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

  • By: Leah Golob
  • September 22, 2015 February 12, 2019
  • 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 February 12, 2019
  • 10:05

Five phrases to avoid saying to clients

Clichés can be annoying, overused and flippant

  • By: Leah Golob
  • September 15, 2015 February 12, 2019
  • 10:40

Three ways to help widowed clients

Emotions will play an important role

  • By: Leah Golob
  • September 14, 2015 February 12, 2019
  • 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 February 13, 2019
  • 06:00

Four mistakes to avoid at your next conference

Put the phone away and make eye contact

  • By: Leah Golob
  • August 18, 2015 February 13, 2019
  • 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 February 12, 2019
  • 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

  • By: Leah Golob
  • July 28, 2015 February 12, 2019
  • 11:15

Five common conference-call faux pas

Dial in on time and put all other tasks on hold

  • By: Leah Golob
  • July 27, 2015 February 13, 2019
  • 11:20

Casual Friday: Three quick tips on email etiquette

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

  • By: Leah Golob
  • July 17, 2015 February 13, 2019
  • 10:20

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