CRM systems help advisors develop personalized client relationships
Go beyond managing their portfolio and become deeply connected with them
Advisors must involve clients in all aspects of service delivery
If your clients aren’t happy, they’ll leave
Explore the untapped potential of your existing book
Use personal communication methods to cut through the “noise”
Create a binder that keeps working throughout the relationship
You can take a horse to water, but you cannot make it drink. So, make sure you work with clients who are willing to work with you to meet their goals
Engaging your clients helps fend off the competition
Here are some steps you can take to evaluate your clients’ experience