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Client appreciation events with impact

By matching activities to particular types of clients, you can build stronger relationships

Client Communications

How to accept negative client feedback

Rather than taking offence, say “thanks” and address the issue

  • By: Leah Golob
  • May 26, 2015 November 17, 2019
  • 09:40
Use straight talk with clients for best results
Practice Management

Use straight talk with clients for best results

Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, explains that advisors should buck the current trend of soft-pedaling and, for best results, explain life…

  • May 26, 2015 October 30, 2019
  • 06:00

Expressing appreciation year-round

Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process

Practice Management

Five tips for remembering names

Using the names of new acquaintances is key to developing rapport

  • By: Leah Golob
  • May 25, 2015 October 30, 2019
  • 10:40
10 incentives to motivate your team
Practice Management

10 incentives to motivate your team

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses creating the right incentives that will motivate the right kind of behavior from your…

Practice Management

Casual Friday: Three steps for improving your memory

Use images and other senses to make stronger connections in your brain

  • By: Leah Golob
  • May 22, 2015 October 30, 2019
  • 12:30

Following up: Connect with prospects after a conference

Staying in touch creates relationship momentum

  • By: Leah Golob
  • May 21, 2015 November 9, 2019
  • 10:51
Eight hot buttons for prospects
Practice Management

Eight hot buttons for prospects

Jim Ruta, speaker, consultant, author and managing partner, InforcePRO, gives tips on uncovering priority insurance needs in your meetings with prospects

  • By: Jim Ruta
  • May 20, 2015 October 30, 2019
  • 15:30

Make an impact during a conference

It’s not enough just to show up. You have to get involved

  • By: Leah Golob
  • May 20, 2015 November 9, 2019
  • 11:25

Attending conferences as prospecting opportunities

Choose events that are attended by members of your target market

  • By: Leah Golob
  • May 19, 2015 November 9, 2019
  • 09:20
The skill set for managing a team
Practice Management

The skill set for managing a team

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how different advisors can establish different missions and cultures for their teams based on…

Your Time

Casual Friday: Cultivate a “nature habit”

Just 30 minutes outdoors a day can reduce stress and improve your overall health

  • By: Leah Golob
  • May 15, 2015 October 19, 2019
  • 09:00

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