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Latest news in Client Communications

Preparation is key to successful presentations

To build confidence, rehearse often and check your equipment

Guide to client gifting

Consider an organized strategy and, at the very least, send a card

Nine tips for a successful holiday party for clients

The key is to strike the right tone and don’t be promotional

What’s the No. 1 client complaint?

The most common frustration is relatively easy to fix

Leave a lasting impression with the perfect client gift

Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out

Gifts: Saying thank you to clients

Gifts: Saying thank you to clients

From charging stations to chocolate, Adam Kafka, owner of Universal Links in Toronto, and an expert in corporate gifting, presents this year’s best gifts to…

  • By: Adam Kafka
  • November 20, 2014 November 17, 2019
  • 12:35

Build trust with body language

The signals you give can move a prospect from viewing you with indifference to trust

Four steps to better client communications

The way you talk about your practice is your most important marketing tool

Entertaining the high net worth client

Consider organizing a philanthropic activity or an intimate concert to engage with your top clients

Three events sure to impress your clients

A client appreciation event, customized to your client base, can show clients how much you value their business

Competing with the DIY alternatives

Four ways to demonstrate your value to clients

Helping indecisive clients

Give them the tools to make a good choice

Learn more about top prospects

Available high-tech — and low-tech — tools can give you the edge

A Q3 letter to clients: How to navigate rough waters

Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.

Five ways to improve client communications

Know your clients and provide information that’s important to them

Improve relationships with the ‘human touch’

Getting out from behind your computer screen and talking to your clients will make you stand out

How to make memorable presentations

Engage your audience and deliver your message with confidence

The senior-friendly practice II

Make adjustments to accommodate your older clients’ physical and mental limitations

Making your practice elder-friendly

Senior clients represent an important market, but dealing with them requires patience

Casual Friday: Handle — and prevent — wardrobe malfunctions

Preparation key to managing sartorial mishaps

  • By: Tessie Sanci
  • September 26, 2014 November 17, 2019
  • 11:15

How to say ‘no’ to a prospect

Be respectful and tactful when declining to take on an incompatible prospect

  • By: Tessie Sanci
  • September 22, 2014 November 17, 2019
  • 11:25

Keeping a professional office environment

Your workspace should instill confidence in your expertise

  • By: Tessie Sanci
  • September 18, 2014 November 17, 2019
  • 11:15

Keep it professional online

Your online communications should be conversational, but businesslike

  • By: Tessie Sanci
  • September 17, 2014 November 17, 2019
  • 10:00

Networking: How to walk the fine line

Three ways to be sociable without losing your professionalism

  • By: Tessie Sanci
  • September 16, 2014 November 17, 2019
  • 10:30

Wow your clients with the perfect gift

It’s the personal touch — not the price — that counts

  • By: Tessie Sanci
  • September 10, 2014 November 17, 2019
  • 10:00