Dan Richards, CEO, Client Insights, explains what advisors can learn from the “peer group effect” that made the convicted fraudster consistently appear to be a wise and safe choice for certain communities.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how using a back-up request with clients and prospects can help you reach your goals.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, outlines a value-focused strategy for getting appointments with prospects, and converting those initial meetings to broader conversations.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses recent research that suggests relying on willpower can actually lower your performance results.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the small decisions that led a $5-million prospect to choose one advisor over another.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how difficult it is for clients to discuss money with their adult children. He gives tips on how families can start the inheritance conversation now.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses some surprising research about what convinces clients and prospects to open email messages.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses two ways that advisors can take five minutes at the end of the day to increase productivity. One comes from Harvard Business School, and the other from Jerry Seinfeld.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses his February 2015 column in Investment Executive, which describes how advisors can increase their efficiency at work.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses four tactics to consider when talking to prospects.