Susan and her team were doing all the right things regarding client contact and appreciation, but they were getting an unsatisfactory response. Part of the problem: The team was failing to tailor their communications to individual clients
Be prepared with a crisis communication plan
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to convey urgency throughout your business dealings and communications with prospects and clients.
If you're the quiet type, you can become an effective networker by learning a few techniques and making use of your curiosity. You don't have to be the life of the party - just be sincere
Discuss your client’s personal interests before easing into financial topics
Stronger lines of communication can urge a prospect to choose you over another advisor
If you were not among the advisors who contacted their clients this past August, when headlines warned of "plunging markets," now is the time to set up a communication plan
Clichés can be annoying, overused and flippant
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses what to include in a market summary letter to clients.
Handling these important topics effectively can lead to long-term relationships