Use visual tools to show the effects of time horizon on real returns
Owning the root of your web and email addresses reaffirms your identity; it can be easy and inexpensive
Alan Rae uses short, lively clips to tell clients about new products, wish them a happy birthday and keep them engaged
Some clients get nervous during periods of turbulence. Keep them focused on the long term
Current regulations regard calls to existing insurance clients differently from calls to investment clients
It’s crucial to prepare for interviews in advance and ensure that connecting with the client, not just landing business, is the goal
When dealing with an irate client, first let them do the talking
Use the subject line, make sure the recipient wants to hear from you and don’t rule out an old-fashioned conversation