Touch points get your clients to know you, like you and trust you
Knowing most of your neighbours, and running into them frequently, can create special opportunities for advisors who live and work in small communities. Find out about the special ways you can connect with your neighbourhood clients
By analyzing client feedback, you can uncover information that’s incredibly valuable to your business
The “dog days” may be slower, but they offer opportunities to deepen your client relationships
Today’s clients are looking for advisors who can guide them through their life stages
The tales you tell help define you and your value to clients
When working with an advisor, clients of all ages prefer a personalized approach
You can play an important role in providing financial advice to a client who has lost his or her job. But who will look out for your client’s emotional well-being and provide expert career advice? That’s where a career counsellor comes in
Your role as a trusted professional is to maintain a rational view in helping your clients and to remain familiar with current events that are driving market behaviour
When markets are volatile, clients are tempted to abandon their investment plans and flee to cash and fixed-income, which can hurt them in the long term. How do you keep your clients invested during times of economic uncertainty?