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
When your actions raise doubts, you risk losing clients
Well researched, visually appealing documents help support your arguments
Communicating your strategy and staying in touch are key
“Walk a mile in your client’s shoes” and make an emotional connection
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to help clients take losses when it makes sense to do so.
“Meet” your clients on your computer when you can’t meet in person
The most common frustration is relatively easy to fix
The signals you give can move a prospect from viewing you with indifference to trust