In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that the combination of CRM-2 and statistics on comparative salaries suggest that the current level of the average advisor's compensation may be unsustainable.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains five steps to get your business out of a rut. Richards explains five tested actions that will build prospect momentum and growth back into your business.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites Harvard research that shows that using one word -- because -- improves results. You should watch the segment because research proves watching this one video will improve your communicatioin results by a factor of up to 50%.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to hit client hot buttons by tailoring your communications to promotion- vs protection-oriented personality types.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the one question that has been shown to prompt prospects to action, and explains how to use this question in your practice.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, identifies three ticking time bombs that threaten the future of the financial services industry. He discusses strategies for surmounting change and achieving future success.
In this week's Gaining Altitude, Dan Richards, CEO, Client Insights, discusses research that shows that too high expectations can damage your business. He outlines three key ratios that determine success in business relationships.
In part 12 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains six words that embody an approach that can be ruinous to your business -- and has in fact been the downfall of several. Richards explains how to avoid this pitfall and keep your practice current.
In part 11 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how an investment management firm in Syracuse developed a website that delivers just over one new client a week. Richards unlocks they key attributes that turn a website into a driver for new clients.
In part 10 of Gaining Altitude, Dan Richards, CEO, Client Insights, identifies four coming changes to portfolio construction and how advisors will need to alter their business practices to remain successful.