Making a good impression helps ensure you will see that prospect again
Focus on benefits for clients, not on products
Paper allows you to communicate with your clients in a variety of ways
Sun Life's annual index finds a large portion of Canadians financially strained by illness. But will advisors respond?
Questions should cover four main areas. Include a “comments” section
Use a formal process and ask consistent questions
Staff appreciation builds loyalty. It should be part of your budget
Look out for your client’s interests and broach sensitive topics
Share success stories that show how you created positive change for a new client
Encryption and strong passwords are essential