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Immediate demands and a "sea of email" can force you to focus on short-term issues. Taking time every week to reflect on your practice from a big-picture perspective can help you position your business for growth

  • May 31, 2017 December 18, 2017
  • 23:45

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)

  • May 23, 2017 June 21, 2018
  • 05:20

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)

  • May 15, 2017 June 21, 2018
  • 05:25

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

  • May 11, 2017 June 21, 2018
  • 06:00

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

  • May 4, 2017 June 21, 2018
  • 10:20

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?

  • April 27, 2017 December 18, 2017
  • 23:45

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)

  • April 24, 2017 June 21, 2018
  • 05:00

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

  • April 17, 2017 June 21, 2018
  • 05:00

Dan Richards explains how to improve results in client meetings by 30% with some straightforward tactics (Part 1 of 8)

  • April 10, 2017 June 21, 2018
  • 05:45

Ellen Bessner and Dan Richards discuss how advisors should respond when they are audited by a regulator (Part 8 of 8)

  • March 20, 2017 June 21, 2018
  • 06:00