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Top Stories in Building Your Business

Avoid these common first-meeting mistakes
Client Communications

“How am I doing?”

Three tips on asking for informal client feedback

  • By: Leah Golob
  • April 19, 2017 November 17, 2019
  • 09:45
Client Communications

Get valuable feedback through written surveys

Formal questionnaires can generate honest, authentic responses from your clients

  • By: Leah Golob
  • April 18, 2017 November 17, 2019
  • 11:45
A tried-and-true strategy for reaching millennials
Practice Management

A tried-and-true strategy for reaching millennials

Jim Ruta explains how insurance advisors can use a proven communication strategy to reach millennial prospects

  • By: Jim Ruta
  • April 18, 2017 October 30, 2019
  • 10:50
Practice Management

Cultivating procedural trust with your clients

Communication is key to helping your clients feel comfortable dealing with you

  • By: Leah Golob
  • April 17, 2017 October 30, 2019
  • 09:50
Make HNW client meetings a positive experience
Practice Management

Make HNW client meetings a positive experience

Dan Richards explains how to create meeting agendas tailored to engage your high net-worth clients (part 2 of 8)

Become a specialist in a niche
Practice Management

Find your niche

Five tips for developing a specialist practice

Deliver substance with style
Practice Management

Deliver substance with style

Jim Ruta explains how insurance advisors can inspire clients and prospects by delivering facts and information with style

  • By: Jim Ruta
  • April 11, 2017 October 30, 2019
  • 15:10
Helping millennials start saving
Financial Planning

Helping millennials start saving

Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed

Boost the impact of your client meetings by 30% in five minutes
Practice Management

Boost the impact of your client meetings by 30% in five minutes

Dan Richards explains how to improve results in client meetings by 30% with some straightforward tactics (Part 1 of 8)

The top five ways to start the life insurance discussion
Practice Management

The top five ways to start the life insurance discussion

Jim Ruta explains five effective ways to transition prospects from small talk to the life insurance discussion

  • By: Jim Ruta
  • April 6, 2017 October 30, 2019
  • 06:00
Social, not sales
Sales & Marketing

Social, not sales

Three common social-media mistakes and how to correct them

Answering the “robo” question
Practice Management

Answering the “robo” question

What to say when your client asks: Why should I work with you and not a robo?

The last thing every advisor wants to do
Practice Management

The last thing every advisor wants to do

Jim Ruta gives tips on how to measure the activities that lead to business growth (Part 4 of 4)

  • By: Jim Ruta
  • March 28, 2017 October 30, 2019
  • 11:50

What to know when advising Muslim clients

Challenges include product availability, proper portfolio construction

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

  • By: Mark Burgess
  • September 22, 2023 September 22, 2023
  • 08:35

How financial advisors dealt with the SVB collapse

Amid the turmoil, some advisors seized buying opportunities and proactively comforted clients

Help your client address the volatility of equity compensation

Assessing income sources, diversifying are key

Advisors need to help clients find purpose in retirement

Promoting personal interests can persuade clients to commit to a retirement plan, says CEO of career transition organization

Securing credit in a rising-rate environment

You and your clients may need to get creative in brainstorming strategies for borrowing

Firm hopes to support younger advisors through new practice financing program

Richardson Wealth launched a flexible program earlier this year to fund internal succession plans

How to write a job posting for an assistant

Every job posting must answer three main questions

In tight labour market, finding a good assistant isn’t getting any easier

Firms should focus on retention as well as recruitment

Dynamic launches emerging market equities fund

Inflows to emerging markets have soared in recent months

  • By: IE Staff
  • March 1, 2021 March 1, 2021
  • 11:10

Tech tips: Get more from social media

Maintaining a steady stream of content is essential in showing readers that you are engaged and productive. There are tools and techniques to help you…

Why referrals are declining

Reports from financial advisors and industry data indicate that clients are not referring their friends and family members as frequently as they did in years…

Just say “no” to holiday stress

Yearend tax deadlines, business-related functions and family activities can make the holiday season more anxiety-inducing than festive. Here are some tips to keep you balanced

Casual Friday: Dress codes getting more casual

Although less formal office attire is becoming more acceptable, you still need to be aware of what’s appropriate

  • By: Leah Golob
  • July 28, 2017 October 19, 2019
  • 05:00

Casual Friday: Free apps can help you stay healthy

From yoga to diet to a good night’s sleep, these handy tools promote healthy living