To increase “share of wallet,” it’s important to focus on the clients with the biggest accounts
Too many advisors take a disorganized or inconsistent approach to marketing, then give up on it altogether when things don’t work out. Here are some tips to help you develop a consistent, targeted marketing plan that delivers results:> Go in for the long haul. It can take up to a year and a half for […]
Conference offered useful ideas on client communication, team management
Address clients in a confident, assertive manner to instil trust and provide reassurance (IE:TV)
Million-dollar clients don’t want heroics; they want a trusting relationship (IE:TV)
By understanding behavioural biases, you can help clients weather the economic storm
Meetings should be structured around one idea — the clients future, says advisor Wayne Kemick (IE:TV)
A successful team practice means striking a balance between individuality and shared systems and resources (IE:TV)
The way you view a difficult situation determines whether you’ll succeed, both in sports and business
Focus on clients’ total wealth and financial plans; be a good listener