New service supports consumer choice of preferred delivery
Simple details can make your clients feel special — and loyal
A baseball approach can help guide a pivotal client conversation
Non-verbal communication is more important than what you say
A positive facial expression puts clients at ease
“Sometimes, what you don’t say matters more than what you say”
Take advantage of opportunities to stay in touch
Seth Mattison, generations consultant and keynote speaker, Bridgeworks, suggests practical tips on how to connect successfully with four generations of clients: traditional, Baby Boomers, Gen X and Gen Y. He discusses recent research showing how the trends of each generation impact their core values and financial planning. He spoke at the Financial Planning Vision 20/20 Symposium in Toronto.
Graphics are a tried and true way to communicate
How you present the options to clients has a huge impact on their decisions