From podcasts to blogs, marketing guru says online world offers a host of effective tools
A legal expert offers timely advice aimed at avoiding disputes with clients
Jake Davidson learned that the most effective way to increase the average size of client accounts or sales is to expand into a market with greater financial capabilities. Having specified senior executives and business owners as his target market, Jake then learned a three-step process to move into that market:> Identify a prospect you would […]
Identify potential clients in your market and map out a plan to connect with them
Like many people, Darren James thought a company’s brand consisted of little more than a logo and a tag line.Nike Inc., for example, evokes images of strength, athletic prowess and style — messages that go well beyond the company’s logo and slogan. In fact, Darren recalls a company with which he once dealt that exceeded […]
As a financial advisor, you should have a brand that reflects what clients can expect from you
Advisors can benefit from detailed advice on when and how to recruit
Roberta Quentin believed her clients were generally satisfied with the level of service they received from her. But there was no evidence — beyond the absence of negative feedback — that her clients were truly wowed by her service. While learning about the merits of a service-level agreement, she learned that:> in today’s competitive marketplace, […]