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?
“Sandwich generation” clients are caught between caring for their children and their aging parents. You can help by accommodating their busy schedules and showing empathy
Use a client-opportunity template to summarize each client’s background, identify opportunities and set out specific actions to ensure that the client’s needs are met
A client advisory board can be helpful to your business
Four tips to keep your clients engaged
Explain the limits of your service
Work through the problem, and learn
Meeting a client for coffee
Women have special needs when it comes to financial advice