A service-level commitment helps ensure consistency
Every year, many canadians move to take a new job – sometimes because it pays more or has better promotion prospects, sometimes as a transfer to a new position with the same employer. And sometimes people move because they want to live in the new location for lifestyle reasons or to be nearer to family. […]
You can strengthen the client/advisor relationship by connecting with clients in a personal way
Is your client pressed for time or avoiding you?
The financial crisis has led to a breakdown in the “social contract” between clients and financial services firms, says CFA Institute head
Even successful individuals can experience a period in which stress overwhelms their ability to work. You can provide useful advice to clients going through such a difficult time
As shocking and sudden as the departure may seem, chances are you missed some of the signs that you were no longer the centre of that client's financial universe. Here are some ways to prevent defections
Five tips to consider before breaking up
Offering effective philan- thropic strategies can strengthen client relationships and provide real tax savings. Some clients’ situations make them more receptive than others to a discussion about charitable giving. Here are three circumstances in which a philanthropic plan might be appropriate: 1. A windfall. When clients come into sudden wealth, they might be receptive to […]
Touch points get your clients to know you, like you and trust you