How you and your team respond to complaints can determine whether clients feel that they're getting the attention they deserve. A 10-step checklist can ensure client issues are resolved to satisfaction
Be prepared for the worst — and focus on the client
Why do so many advisors postpone making meaningful modifications to the way they work until they begin losing clients? Here are some steps you can take to help ensure you make the changes needed for your success
History has taught us that focusing on what your customers want, rather than on your products or processes, is key to success in a changing marketplace. For financial advisors, that means rethinking how you serve your clients
A successful e-newsletter has six crucial components. Some advisors get two or three right, but few nail them all
Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years past. Still, there are ways to encourage introductions
Although legacy airlines have been known to treat their average customers atrociously, there is a lot to be learned from the service they offer their top customers
The activities that made you successful in the past will not lead to success in the future. In fact, using those old strategies now is a prescription for failure
Ensure you're aligned with your prospects' expectations and needs - and tell your story in a compelling way
From TFSA overcontributions to repeated late-filing, Adrienne Woodyard outlines common tax penalties and explains how to apply for penalty relief (Part 4 of 4)