Keyword: Gaining altitude

40 results found
Are the pictures on your website costing you clients?

In part 10 of Gaining Altitude, Dan Richards, CEO, Client Insights, explains why ineffective visuals on your website can lose you business. He gives tips on how to punch up the visual impact of your website and connect with clients visually.

The quality that defines star performers

In part nine of Gaining Altitude, Dan Richards, CEO, Client Insights, says many advisors work to build a solid level of success, and then plateau, while only a small percentage continue to reach greater levels of success. He identifies the qualitative difference that empowers exceptional advisors to truly — and consistently — excel. 

The four questions every prospect wants answered

In part eight of Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to engage prospects by answering the four questions every potential client wants to know. He outlines how to use these key points to engage prospects quickly and effectively.

Gaining Altitude: Nine activities top advisors never miss

In part seven, Dan Richards, CEO, Client Insights, pinpoints nine essential activities of the top one per cent of advisors. He focuses on three main areas: prospecting, team management and exisiting clients, and  explains how to put these nine must-haves into action in your practice.

Three skills of the top one per cent

In part six of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three skill sets of the top one per cent of advisors. He explains how to develop these skills easily and implement them in your practice.

What does it take to get into the top one per cent?

In part five, Dan Richards, CEO, Client Insights, identifies six top attitudes that distinguish the top producing one per cent of advisors. From resisting complacency to being an emotional anchor for your clients, he explains the six approaches to business that set top advisors apart.

How to make your message 22 times more memorable

In part four of Gaining Altitude, Dan Richards, CEO, Client Insights, discusses how storytelling makes client presentations more memorable. He outlines four steps to telling an effective story to give your message impact.

Effective communication: The power of visuals

In part three, Dan Richards, CEO, Client Insights, explains the powerful impact that visuals have in client communications. He runs though advantages of imagistic communication and gives precise tips on how to incorporate visuals into your message to clients.

A $3 million prospect, a 30-minute meeting

In part two of Gaining Altitude, Dan Richards, CEO, Client Insights, answers a question from an advisor who received a (slightly reluctant) thirty-minute meeting with a $3 million dollar prospect. The critical question: When you have only 30 minutes, how do you maximize the chances of a positive outcome? Dan goes through five steps for getting the best results in 30 minutes.

Gaining Altitude: How to engage your clients in conversation

Dan Richards, CEO, Client Insights, is back with more Winning Strategies in a new 12-part video series called Gaining Altitude. In part one, he explains how to engage your clients in conversation -- the most effective method to communicate with clients.