In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to say when a prospect already has an advisor.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why you should tailor the way you dress to be both professional — and accessible.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how advisors can use checklists to ensure nothing falls through the cracks.
Those words do not have to mark the end of your conversation with prospects. You have an opportunity to nudge them in your direction by asking a few key questions
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects conclude with positive outcomes.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why August’s plunging markets were an opportunity for advisors to demonstrate their value to clients, and discusses how to set up a communications plan for the next bout of financial turmoil.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives 5 tips from recent research that are proven to boost your productivity.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains why prospects dramatically overestimate their abilities to choose financial advisors. He gives tips on how you can help direct prospects to decide in your favour.
If you were not among the advisors who contacted their clients this past August, when headlines warned of "plunging markets," now is the time to set up a communication plan