Stronger lines of communication can urge a prospect to choose you over another advisor
If you were not among the advisors who contacted their clients this past August, when headlines warned of "plunging markets," now is the time to set up a communication plan
Clichés can be annoying, overused and flippant
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses what to include in a market summary letter to clients.
Handling these important topics effectively can lead to long-term relationships
When your actions raise doubts, you risk losing clients
Well researched, visually appealing documents help support your arguments
Communicating your strategy and staying in touch are key
“Walk a mile in your client’s shoes” and make an emotional connection
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to help clients take losses when it makes sense to do so.