“Meet” your clients on your computer when you can’t meet in person
The most common frustration is relatively easy to fix
The signals you give can move a prospect from viewing you with indifference to trust
The way you talk about your practice is your most important marketing tool
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
Know your clients and provide information that’s important to them
Getting out from behind your computer screen and talking to your clients will make you stand out
Your workspace should instill confidence in your expertise
Your online communications should be conversational, but businesslike
Advisors are under pressure from regulators and clients to be transparent about fees, while sector trends are driving margins downward. It's up to you to show your clients the tangible benefits they get for the fees they pay