Add value to the advisory relationship by taking a comprehensive view of your client’s ability to accumulate assets
Same rules should apply to insurance products and services
Answer by the third ring and always sound positive; return calls promptly
Too often, media reports omit inflation and asset classes from projections (includes chart)
Presentations educate clients, simplify the planning experience
Write an agenda and send it to the client ahead of time; be sure to take notes and, later, send a summary
Although advisors report that clients have more confidence in them, objective measures must be employed to gather client feedback
Former spy and Disney technologist Eric Haseltine says we have a “Version 1.1 brain in a 50.0 world”
Forget about massages and bubble baths. Among the financial advi-sors who experienced higher levels of stress in 2009 vs 2008, 59% changed their work habits to cope, according to the 2009 Advisor Survey. These advisors: > developed new work methods, such as delegating more tasks to colleagues (27% of respondents).> reduced the amount of time […]
But it’s a different story for those advisors who adopt a passive approach to client relationships (IE:TV)