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Keyword: Client relations

194 results found
Female advisor meeting with male client at hotel lobby

Studies show investors are largely satisfied with the advice they receive

Happy businesswoman handshaking with client closing deal in an office interior with a window in the background

Financial planners need a strong understanding of the behavioural factors that come into play when creating and implementing a financial plan

  • By: Cary List
  • August 23, 2019 November 10, 2019
  • 17:24
senior couple meets with advisor at home

Getting a contact name early can help advisors manage issues before they arise

usiness team in a meeting looking at a sheet of paper

Tips for knowing when you’re in a fiduciary relationship and providing dutiful service

Casual person using tablet to analyse financial dashboard

Three key steps to improve investor engagement and advisor success

Business woman showing stock market financial situation

Research from Cerulli finds clients are more willing to pay for advice than they were a decade ago

  • By: IE Staff
  • April 4, 2019 October 17, 2019
  • 12:36
Close-up Of Businesswoman Stopping The Effect Of Domino With Hand

Advisors who ignore this emerging pool of wealth do so at their own peril

Depression, business man sitting on ground street concrete stairs suffering emotional pain,

Problems such as depression and addiction can affect a client's ability to make financial decisions

  • By: Leah Golob
  • March 8, 2019 November 6, 2019
  • 15:10
happy young couple discussing with a financial agent

Updating your clients’ KYC form is both a chance to show clients that you have a sincere interest in helping them meet their goals and is an opportunity to grow your business

businesspeople with digital tablet sitting in modern office

New book highlights the core issue that threatens client/advisor relationships