In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to use quarterly webinars to reach prospective clients and generate client referrals.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the new fiduciary rule for retirement accounts issued by the U.S. Department of Labor and what this means for Canadian advisors.
If you do volunteer work for a charity, sharing your experiences with your clients and inviting them to participate can send a positive message and strengthen your relationships with those clients
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on crafting a positive message to clients after a tough first quarter.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that combining traditional and digital outreach strategies yields the best results for client engagement and retention. He gives 10 pragmatic tips for a new model for advisor-client communications.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites research that shows that storytelling engages clients and prospects more effectively than just facts. He gives tips on how to use true stories to communicate your message.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives three tips on having productive conversations in casual situations.
Most people are unmoved by facts and figures that appeal on a rational level. The best way to motivate and connect with clients and prospects is to use a simple, memorable story that strikes an emotional chord
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on how to structure meetings for effective communication with your team.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients need help teaching their children good financial habits. He outlines key areas where kids need help with money planning — from their first car to their first credit card.