Keyword: Client communications

283 results found

Give it a subject line they can’t resist

Choose compelling topics and be consistent

The key to communicating with clients during a time of market upheaval is to be proactive and empathetic

  • By: Jade Hemeon
  • September 23, 2011 November 6, 2019
  • 12:48

Sending a regular selection of articles and videos from leading publications as a way of connecting with clients can be a valuable tool for building your practice

Avoiding these common mistakes can improve your client relationships

Use these simple techniques to help clients open up about their financial goals

  • By: IE Staff
  • July 6, 2011 November 17, 2019
  • 10:22

Tips for using email and LinkedIn in your client-contact strategy

Book review: Creating value through effective relationships

Create your own client advisory board