After making many changes to Henry’s business, altering his leadership style would prove to be his most important task
Henry had almost completed all the necessary steps to take his financial advisory business to a new level. His final task was to change his management style in order to become a better leader. Henry learned the following:> Successful leaders are continually working and studying to improve their leadership skills through a never-ending process of […]
A written agenda and followup ensure clients feel meetings are worthwhile
Here are 10 tips to help you stay positive as you deal with clients and volatile markets over the coming months
Talking to clients about fees is no easy feat, but there are ways to make it smoother
Whether it’s taking time out from a family holiday to return a phone call from a client or hosting a sushi-making class for a group of clients, Michael Savelson is a big believer in delivering a deep client experience. “We’re there whenever they need us to be there,” says Savelson, a personal financial planner with […]
Once you’ve landed the clients, it’s crucial to develop a plan that matches service levels to client segments
Assets under administration, revenue, commissions and fees have all dropped in recent months
Good habits can increase your chances of having messages returned
Be prepared to work through discomfort if you want to reach the top