Avoiding these common mistakes can improve your client relationships
Use these simple techniques to help clients open up about their financial goals
Tips for using email and LinkedIn in your client-contact strategy
Book review: Creating value through effective relationships
Create your own client advisory board
Avoid dense economic data and include a call to action
Build visibility and credibility among clients and prospects
Details such as greetings, introductions and evaluations help ensure your client seminars have lasting impact
Becoming familiar with the clients and prospects attending your seminars can help you form better connections
To ensure such events go smoothly, plan carefully in advance