Avoid clutter, use graphics and be prepared
It all depends on the client
Advisor profiles
Asking better questions leads to deeper client relationships
Remaining open and receptive makes for deeper client relationships
An inexpensive, easy way to reach more clients and prospects
Keep the conversation going with clients and prospects
Non-verbal messages tell your clients more than your words
Advisors who need to telephone existing clients outside of prescribed hours can ask clients for permission in advance
Know Your Financial Advisor website lets clients rate advisors; firms’ compliance departments can monitor activities