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Keyword: Client relations

186 results found
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

Young businessman with a red tie shouting furiously at his mobile phone

Advisors see a tough road ahead of them in helping clients prepare for financial obstacles

  • By: Leah Golob
  • June 14, 2018 February 14, 2019
  • 11:30
It's You, Not Me

Blunt cards free clients from bad advisor relationships

  • By: Leah Golob
  • June 13, 2018 February 14, 2019
  • 11:50
businessman in depression with hand on forehead

Sound financial decision-making challenged by mental illness

  • By: Leah Golob
  • April 25, 2018 February 14, 2019
  • 14:45

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

Understanding mindset the key to client relationships

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

CSA launches consultation on banning embedded commissions

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