Keyword: Client relations

208 results found
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

IAP roundtable to discuss risk profiling and retail advice

Forget what matters to you — focus on the client

An antagonistic relationship can be draining, both financially and emotionally

Should you dress down for client meetings?

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

  • By: Leah Golob
  • September 17, 2015 October 30, 2019
  • 11:00
Eight tips for managing challenging client relationships

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.

  • By: Jim Ruta
  • July 22, 2015 October 30, 2019
  • 13:40

“Walk a mile in your client’s shoes” and make an emotional connection

Make a daily appointment to strengthen your relationships

Developing a unique plan for each client can boost your revenue