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
Forget what matters to you — focus on the client
An antagonistic relationship can be draining, both financially and emotionally
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and accessible.
Clients may have hidden anxiety: find out what’s troubling them
Jim Ruta, president, AdvisorCraft Media and Consulting, writer and coach, explains that the secret to handling challenging client relationships is to take charge of the relationship in a positive way.
“Walk a mile in your client’s shoes” and make an emotional connection
Make a daily appointment to strengthen your relationships