Three tips for retaining your staff
Team engagement improves productivity
- By: Leah Golob
- July 13, 2015 October 30, 2019
- 10:25
Latest news in Practice Management
Reduce your stress level
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives seven proven tips for removing stressors in the modern “always-on” world. Please note that…
- By: Dan Richards
- July 13, 2015 October 30, 2019
- 06:50
Six sales scripts you must have
Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains why written scripts for prospecting, first meetings, fact-finding, closing and delivering policies will boost your…
- By: Jim Ruta
- July 8, 2015 October 30, 2019
- 06:50
Five ways to serve and retain entrepreneur clients
Business owners require a separate level of service
- By: Leah Golob
- July 2, 2015 October 30, 2019
- 10:50
Convey your value in a compelling fashion
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the keys for demonstrating your value to clients in a post CRM2 world. He…
- By: Dan Richards
- June 29, 2015 October 30, 2019
- 14:20
Three tips to effective client segmentation
Give each of your clients the right level of service
- By: Leah Golob
- June 29, 2015 October 30, 2019
- 10:05
Set up a new hire for success
Help new employees understand the organizational culture and provide regular feedback to get them off to a strong start
- By: Fiona Collie
- June 24, 2015 November 9, 2019
- 09:00
How to structure a financial advisory team
April-Lynn Levitt, a coach with The Personal Coach, discusses the three main team structures for financial advisors. She highlights team models associated with the highest…
- By: Fiona Collie, April-Lynn Levitt
- June 23, 2015 November 9, 2019
- 14:30
Finding the right person for your team
Develop a screening process to narrow down the pool of applicants and ask probing interview questions to identify the best candidate
- By: Fiona Collie
- June 23, 2015 November 9, 2019
- 10:45
Four ways to close a prospect
You must be able to answer the question, “Why should I hire you?”
- By: Leah Golob
- June 23, 2015 October 30, 2019
- 10:20
Change habits successfully
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses research on how to establish positive new habits. He outlines several strategies to help…
- By: Dan Richards
- June 22, 2015 October 30, 2019
- 05:30
How to make an important decision
Taking a proactive approach can increase your chances of a positive outcome
- By: Leah Golob
- June 18, 2015 October 30, 2019
- 10:20
A quick-start guide to get out of a rut
- By: Jim Ruta
- June 16, 2015 October 30, 2019
- 17:15
How to motivate your team
Sometimes, the best way to lead is to step aside
- By: Leah Golob
- June 16, 2015 October 30, 2019
- 10:35
The key to attracting new clients: The law of scarcity
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how the law of scarcity can impact your interaction with prospects and increase your…
- By: Dan Richards
- June 12, 2015 October 30, 2019
- 12:45
Rookies: four tips for working with your assistant
Your assistant should play the role of business partner
- By: Leah Golob
- June 4, 2015 November 9, 2019
- 11:00
Three mistakes to avoid in communicating your succession plan
Keeping your clients in the dark threatens your practice
- By: Leah Golob
- June 3, 2015 October 30, 2019
- 10:30
Five tips for attracting female clients
Women seek financial advisors who understand the challenges they face
- By: JoAnne Sommers
- June 1, 2015 October 30, 2019
- 09:10
Five words that shape client behaviour
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how establishing default options can shape client behavior for positive outcomes for clients and…
- By: Dan Richards
- June 1, 2015 October 30, 2019
- 05:30
Casual Friday: How to make your office more eco-friendly
A “green” office shows that you’re responsible, efficient and progressive
- By: Leah Golob
- May 29, 2015 October 30, 2019
- 10:20
Five ways mobile apps can help your practice
As clients are looking for immediate answers, more advisors are going mobile
- By: Leah Golob
- May 27, 2015 October 30, 2019
- 09:40
Use straight talk with clients for best results
Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains that advisors should buck the current trend of soft-pedaling and, for best results, explain life…
- May 26, 2015 October 30, 2019
- 06:00
Five tips for remembering names
Using the names of new acquaintances is key to developing rapport
- By: Leah Golob
- May 25, 2015 October 30, 2019
- 10:40
10 incentives to motivate your team
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses creating the right incentives that will motivate the right kind of behavior from your…
- By: Dan Richards
- May 25, 2015 October 30, 2019
- 05:30
Casual Friday: Three steps for improving your memory
Use images and other senses to make stronger connections in your brain
- By: Leah Golob
- May 22, 2015 October 30, 2019
- 12:30