If you’re planning on using a newsletter to communicate with clients, consider these tips provided by Joanne Ferguson of Advisor Pathways Inc.:> Do a client survey before starting your newsletter program. Find out what kind of information clients are looking for, and include those topics in the newsletter.> Keep it short. A newsletter should be […]
Monthly or quarterly, e-mailed or in hard copy, consistency is key to a successful program
The client interview determines client expectations and establishes a trusting relationship
In multicultural Can–ada, it’s not uncommon for advisors to meet and interact with people from all over the world. But each culture has its own traditions. Do you shake hands with everyone? Offer a kiss on the cheek to those from French or Latin cultures? Bow to the Japanese?Although some cultures meet and greet by […]
Association is key to remembering: Tom becomes a tom-tom, Barbara is barbed wire and Nancy is fancy — whatever works
Navigating a business dinner is an exercise in etiquette
Good communication is crucial to any business relationship. In conversations with clients — face to face or over the telephone — listening is as important as talking. Listening helps the advisor ensure that he or she fully understands the client’s needs and can offer an appropriate solution. And showing that you are listening assures the […]
When meeting with a client, it’s important to show that you are listening. Michael Garska, president of Novacom International/Success Tool Chest, a leadership program in Edmonton, offers these tips:> Keep your body relaxed, your arms and legs uncrossed. This shows you are paying attention and you are open to what your client is telling you.> […]
Mark your clients’ birthdays — and your continued relationships with them
Your mobile can be a nuisance if you don’t follow the basics of cellphone etiquette