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  • By: Brent Jolly
  • October 25, 2012 November 17, 2019
  • 11:10

Four tips to improve client communication

Be positive and keep it personal

How to have deeper conversations with clients

Show them that your relationship is about more than money

Show your clients appreciation

You can strengthen the client/advisor relationship by connecting with clients in a personal way

How to implement client feedback initiatives

Having a proper feedback mechanism in place can help you identify clients at risk as well as give you insights into what clients want

Casual Friday: Avoid bad dining habits

Here are five tips for making a lunch with a client a true success

How to build better relationships

Making clients more engaged and speaking about the issues that affect them most are the best ways to ensure long-term profitability

Five tips to make your seminar presentations shine

Speaking about the content that matters to the audience — in easy to understand terms — can help you connect with clients and prospects

Five ways to connect with busy clients

Is your client pressed for time or avoiding you?

  • By: Fiona Collie
  • September 27, 2012 November 17, 2019
  • 15:00

Five ways to sabotage your client-appreciation event

These mistakes can undermine your best efforts to thank your clients

  • By: Fiona Collie
  • September 24, 2012 November 17, 2019
  • 11:00

Tune up your client meetings

Stay on schedule and ensure all topics are covered with an agenda

  • By: Fiona Collie
  • September 19, 2012 November 17, 2019
  • 11:00

Keep your clients from climbing the wall of worry

Anxiety can lead to bad decisions during times of volatility

Five steps toward a successful first meeting

Focus on getting to know the prospect

Casual Friday: 10 handshake tips (courtesy of Seinfeld)

Iconic comedian’s quips hold value for advisors

How to cultivate referral sources

Make yourself referable and have a clear message

Casual Friday: Should you give alcohol as a client gift?

Yes, if you avoid the “minefield”

Get the most from a client advisory board meeting

Important client feedback will fuel your growth

That first prospect conversation

Four ways to turn an introduction into a lasting impression

Choose an effective seminar venue

A client or prospecting event is no place to cut corners

When and how to fire a client

Five tips to consider before breaking up

Get better referrals

Make sure clients and COIs know what type of client you’re looking for

Casual Friday: Barbeque etiquette for advisors

Summer means casual get-togethers — but don’t be too casual

Conducting the annual review, part two

Summarize and consolidate information helpful to you and the client

Five steps to more productive annual reviews

Let clients help set the agenda and ask for feedback

Casual Friday: Choosing a venue for your client lunch

Avoid surprises and retain your professional image