Keyword: Top Advisor Summit

42 results found

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