Advisor needs a solution that will integrate existing systems for client information, financial planning, client service
If clients avoid equities, they may find it impossible to reach their goals
Show clients that you don’t have to have lived through a recession to guide them through one
Offering informed advice on new products is a good way to demonstrate your value to existing and prospective clients. The new registered disability savings plan may be just the ticket. With a limited number of bank employees qualified to sell them and a scarcity of expertise on the accounts, a knowledge of RDSPs could be […]
How you can retain your clients during tough times, and welcome new ones who have left their flock
Keeping in touch to update KYC information, especially during tough times, is a moral and fiduciary responsibility
Successful advisors will integrate communication for clients and prospects
Clients should be organized into tiers, with clear service standards for each category
Understanding some of your clients’ traditions and customs can prevent inadvertent social miscues
Henry had developed a strategy to realize his vision, developed a marketing program to attract the right people and had an effective process for converting prospects to clients. His next challenge was to ensure those newly won clients would remain loyal. To do this, he needed to follow a process similar to the one that […]