In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients. See also: Outlook 2016.
Effective use of verbal and non-verbal skills takes practice and experience
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should segment clients according to their communication preference, since people value very different types of contact. He describes how to tailor outreach strategies to achieve results.
Get to the bottom of their unhappiness through frank and open discussion
Client contact is key to client satisfaction
Susan and her team were doing all the right things regarding client contact and appreciation, but they were getting an unsatisfactory response. Part of the problem: The team was failing to tailor their communications to individual clients
Be prepared with a crisis communication plan
Jim Ruta, president, AdvisorCraft Media and Consulting, gives tips on how to convey urgency throughout your business dealings and communications with prospects and clients.
If you're the quiet type, you can become an effective networker by learning a few techniques and making use of your curiosity. You don't have to be the life of the party - just be sincere
Discuss your client’s personal interests before easing into financial topics