Your workspace should instill confidence in your expertise
Asking the right types of questions during conversations with clients can turn a simple meeting into a session that builds trust and helps both you and your client fully explore available options before deciding on a course of action
The discussion must be personal because every client is unique
Remind them that market movements are cyclical
Some clients will worry more than others. Your job is to reassure them
In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients. See also: Outlook 2016.
Effective use of verbal and non-verbal skills takes practice and experience
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should segment clients according to their communication preference, since people value very different types of contact. He describes how to tailor outreach strategies to achieve results.
Get to the bottom of their unhappiness through frank and open discussion
Client contact is key to client satisfaction