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
New book highlights the core issue that threatens client/advisor relationships
Advisors see a tough road ahead of them in helping clients prepare for financial obstacles
Blunt cards free clients from bad advisor relationships
Sound financial decision-making challenged by mental illness
Maximizer CRM Wealth Manager 2017 will have fields that can capture all the relevant data points as well as commonly used forms within each client’s record
Scott Greenberg, motivational speaker, Jump Start Performance, explains how advisors can forge stronger relationships with clients by understanding their emotional mindset.
It’s just as important advisors choose the right clients to work with as it is that individual investors choose the right financial professionals
You and a client may find your needs are no longer aligned
The steps you take to correct a problem that has made a client irate actually can strengthen your relationship with that client in the long run. But a poor response can be almost as bad as no response