In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how helping affluent clients discuss the difficult and sensitive issue of estate planning with their adult children can position you as a trusted advisor, and build deeper relationships and trust with clients.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market developments. He recaps three principles that guide his approach to constructing portfolios.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites new research that shows that reputation is more important than referrals for boosting clientele. He outlines reputation building tips for advisors.
In this week's Gaining Altitude, Dan Richards, CEO, Client Insights, explains how setting daily goals and tracking them boosts your performance. Richards cites recent sports research that proves that short-term goals increased performance in marathon runners -- and explains how to use daily goal setting in your practice.
In honour of Investment Executive’s 25th anniversary, we asked Dan Richards, CEO, Client Insights to predict what advice industry will look like 25 years from now. He explains why the industry will be defined by value.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, give pragmatic tips on how to prosper in a world of fee transparency and communicate your value to clients in the brave new world of CRM2.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, says CRM2 will have clients increasingly focus on what they pay for the advice they receive. He outlines how advisors can communicate their value by focusing on specific outcomes.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how you can dramatically elevate your awareness and understanding of social media in a cost-effective way.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how you can help clients stick with their plans by demonstrating that you are not taking things for granted. He advises renewing portfolios on a consistent basis and giving proactive advice.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients sometimes leave an advisor because meetings can feel like having their teeth pulled. He gives nine tips on how to make clients look forward to their annual meetings.