Latest news in Client Communications

Asking for feedback creates the magic with clients

Randy Ambrosie, president of Accretive Advisor, talks about the best ways to gather referrals from clients

Tips for successful seminars

Today’s events are smaller and content is specific

Casual Friday: Six effective voicemail tips

Be prepared and avoid telephone tag

Keeping clients calm in volatile markets

Make frequent contact and focus on long-term goals

Create a client-communication routine with these five tips

Whether you contact clients monthly or quarterly, make it about them, not you

Four ways to connect with clients

Touch points get your clients to know you, like you and trust you

  • By: IE Staff
  • May 16, 2012 November 17, 2019
  • 10:45

When should you ask for a referral?

When it comes to popping the question, timing is almost everything

Five steps to a productive conversation

Set clients at ease and be a good listener

“It’s an honour just to be nominated”

Exhibit your community awards, but remain humble

Don’t talk products — add value

Today’s clients are looking for advisors who can guide them through their life stages

Handling a crisis call

It pays to be prepared for bad news from clients

Broaching the subjects clients would rather avoid

Make conversations about issues such as wills and POAs routine

Six components of a successful e-newsletter

Know your audience and keep it brief

How to survey your clients

Get valuable feedback and act on it

Telling stories to build relationships

The tales you tell help define you and your value to clients

Talking to your clients about fees

Outline your fee structure and what clients receive for those charges

Structuring your client appreciation event for success

Follow a step-by-step plan for reaping the benefits of an event

Five tips for hosting successful client appreciation events

Make sure your client events are well attended by preparing carefully in advance

Altering your attitude to referrals

Having the wrong attitude about referrals can be harmful for your business

Identify and retain top clients

The quality of a client relationship can be more important than the size of the account

Six steps to successful networking

Make an impression and follow up

Get more from your value proposition

Keep it short, clear and current

Create a value proposition

Say what sets you apart from other advisors

A crucial component of every email

Your signature says a lot about you and your business

What not to Tweet

Twitter can be a powerful tool if you control its risks