Latest news in Client Communications

Follow up on client meetings

Summarizing the meeting keeps lines of communication open

By: Tessie Sanci
November 26, 2013 November 17, 2019
11:25

Seven steps to a successful client meeting

A meeting flow plan can ensure you cover all the necessary “hard” and “soft” issues

By: Tessie Sanci
November 25, 2013 November 17, 2019
12:20

Creating value by planning client meetings

Agendas can help build your client relationships

By: Tessie Sanci
November 22, 2013 November 17, 2019
10:45

The unwritten rules of giving gifts to clients

Sylvia Garibaldi, founder of SG and Associates, discusses the role that gifts have in showing your clients you value their business. Garibaldi discusses the finer…

By: Sylvia Garibaldi
November 15, 2013 November 17, 2019
06:51

Fine-tuning your referral process

Don’t over-emphasize your quest for new business

By: Wendy Cuthbert
November 7, 2013 November 17, 2019
11:25

A referral strategy that works

Cloning your top clients calls for soul searching

By: Wendy Cuthbert
November 6, 2013 November 17, 2019
11:20

Success with client couples

Four ways to make sure both spouses are engaged

By: Tessie Sanci
November 4, 2013 November 17, 2019
12:00

Small talk plays a big role

The art of light conversation is key to putting clients at ease

By: Tessie Sanci
October 31, 2013 November 17, 2019
10:25

Making amends

How to apologize for a misstep

By: Tessie Sanci
October 29, 2013 November 17, 2019
11:25

Five elements of a successful first meeting

Making a good impression helps ensure you will see that prospect again

By: Tessie Sanci
October 17, 2013 November 17, 2019
10:25

Get referrals through storytelling

Share success stories that show how you created positive change for a new client

By: Tessie Sanci
October 3, 2013 November 17, 2019
09:35

Getting distracted clients focused

Emphasize punctuality and use visual tools to keep them on track

By: Tessie Sanci
September 25, 2013 November 17, 2019
10:30

Five tips for dealing with dissatisfied clients

Whatever the problem, get to the bottom of it

By: Dwarka Lakhan
September 24, 2013 November 17, 2019
10:40

Six questions to ask your new clients

Find out their values and goals so you can anticipate their needs

By: JoAnne Sommers
September 23, 2013 November 17, 2019
10:55

Three ways to improve your client experience

Make a good first impression and keep them occupied

By: Tessie Sanci
September 19, 2013 November 17, 2019
10:40

Guiding your clients through a market correction

Use tools at your disposal and maintain contact to dispel fears

By: Tessie Sanci
September 16, 2013 November 17, 2019
11:05

How to build email lists

Segment your clients and get permission

By: Brent Jolly
September 5, 2013 November 17, 2019
12:40

Four ways to get your inbox under control

Cut down on spam and use targeted lists

By: Brent Jolly
September 4, 2013 November 17, 2019
10:40

Send a back-to-school email

September is a good time to check in with your clients

By: Brent Jolly
August 28, 2013 November 17, 2019
10:10

Sharpen your writing skills

From emails to newsletter, better writing means better communication

By: Brent Jolly
August 14, 2013 November 17, 2019
11:30

Casual Friday: With your eyes only

Eye contact is critical to building trust

By: Brent Jolly
July 26, 2013 November 17, 2019
11:30

Turn virtual relationships into real business

Popularity online is good, but you must transform those relationships into something concrete

By: Brent Jolly
July 17, 2013 November 17, 2019
10:00

Launch your plan with flair

Use an e-newsletter to attract attention and get other elements up and running

By: Brent Jolly
July 16, 2013 November 17, 2019
09:00

Building a solid communications inventory

You need to have a variety of content that you created as well as from third-parties to engage your readers and make your communication plan…

By: Brent Jolly
July 15, 2013 November 17, 2019
10:50