The way you talk about your practice is your most important marketing tool
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
Know your clients and provide information that’s important to them
Getting out from behind your computer screen and talking to your clients will make you stand out
Your workspace should instill confidence in your expertise
Your online communications should be conversational, but businesslike
Advisors are under pressure from regulators and clients to be transparent about fees, while sector trends are driving margins downward. It's up to you to show your clients the tangible benefits they get for the fees they pay
Study reveals disconnect in communication between the insurance industry and the public
Taking the lead in dealing with clients increases your credibility and client loyalty
Timely contact is key to client retention — but how soon is “timely”?