Learn more about your clients through conversation, not interrogation
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on crafting a positive message to clients after a tough first quarter.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that combining traditional and digital outreach strategies yields the best results for client engagement and retention. He gives 10 pragmatic tips for a new model for advisor-client communications.
Clients are more interested in your value as a person than your technical knowledge
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites research that shows that storytelling engages clients and prospects more effectively than just facts. He gives tips on how to use true stories to communicate your message.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives three tips on having productive conversations in casual situations.
Most people are unmoved by facts and figures that appeal on a rational level. The best way to motivate and connect with clients and prospects is to use a simple, memorable story that strikes an emotional chord
Find out which method each client prefers and review those preferences periodically
Find out what your clients are thinking or risk losing them to another advisor