Create a binder that keeps working throughout the relationship
You can take a horse to water, but you cannot make it drink. So, make sure you work with clients who are willing to work with you to meet their goals
Engaging your clients helps fend off the competition
Here are some steps you can take to evaluate your clients’ experience
Less-satisfied investors are the least likely to stay with an advisor if they change firms
Make your clients feel a part of the financial planning process and instil a sense of loyalty and trust that makes them want to provide referrals
Believing you understand your clients’ goals is not enough
Help your clients achieve their financial goals
Improve relationships with clients and COIs
The quality of the data you gather depends on the questions you ask