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The strongest way to start a new client interview

Jim Ruta shares the best question advisors can ask at the start of a new client interview

  • By: Jim Ruta
  • December 20, 2017 January 18, 2018
  • 13:00

The SRO will be conducting routine business, such as electing directors, appointing auditors and considering its financial statements

Mastering the meeting follow-up

Dan Richards explains four key elements of an effective meeting follow-up email to clients (Part 8 of 8)

Does your meeting strategy drive clients away?

Dan Richards explains a common meeting pitfall for advisors, and gives tips on the simple communication rule that impresses clients face-to-face (Part 7 of 8)

Discussing elephant-in-the-room issues with clients

Dan Richards explains how advisors can make it easier for clients to discuss topics that they are worried about but not comfortable raising (Part 6 of 8)

Is your wardrobe costing you clients?

Dan Richards explains three key principles for advisors on how to dress to make meetings effective (Part 5 of 8)

Talking to clients — Green light or red light?

Dan Richards explains how to use the “traffic light principle” to boost clients’ interest and attention during meetings (Part 4 of 8)

The average face-to-face interaction with a client involves at least two hours when you include preparation time. Why not spend five minutes to increase your return on that investment of time?

The best way to introduce recommendations to clients

Dan Richards explains the most effective way to make recommendations to clients, based on research from best-selling author and seminal sales theorist Neil Rackham (Part 3 of 8)

Make HNW client meetings a positive experience

Dan Richards explains how to create meeting agendas tailored to engage your high net-worth clients (part 2 of 8)