Home Gaining altitude winter 2016

Keyword: Gaining altitude winter 2016

12 results found
How to structure team meetings that yield results

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on how to structure meetings for effective communication with your team.

Help clients’ kids with financial mentoring

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients need help teaching their children good financial habits. He outlines key areas where kids need help with money planning — from their first car to their first credit card.

Sentences that transform client conversations

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses sentences that clearly convey to clients that you value their concerns — and are taking action on their priorities.

The best and worst questions advisors ask clients

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses one question you should never ask a client, and offers a better question to ask to help improve a client’s experience.

Are female advisors the future of financial advice?

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, reviews the traits historically associated with women and suggests these skills may be critical to the future success of both male and female advisors.

A painless route to client testimonials

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to comfortably ask clients for credible and persuasive testimonials.

Focus on differences to win clients

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to create marketing materials that set you apart from other advisors.

A letter to clients: Why I’m optimistic about the future and you should be too

In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients. See also: Outlook 2016.

Why staff bonuses hurt performance

In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses why people with internal motivators for their work outperform those who are externally motivated. He shares tips on how to structure variable compensation to improve performance.