Advisors can expect to do a little more handholding in the face of unprecedented disasters, political upsets and stock market gyrations
These digital communication strategies can help draw more clients to your business in 2017
Clients want to hear from you more than you might think — and not only about their investments
In order for a discussion to be useful, it must have a structure
Yearend is a good time to review your strategy and ensure your messages are resonating with clients
There’s lots you can do to strengthen your bond with your clients
Relating experiences about yourself, your values and other clients can help you build trust
Focus on long-term goals rather than short-term performance
While a growing number of clients retain multiple homes, there are many ways to stay in touch
Recording and documenting conversations with clients helps to ensure you understand each other