In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how asking your clients for advice can enhance their impression of you.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses three of the 10 lessons from his September 2015 column in Investment Executive. He explains why you don’t need a multimillion-dollar advertising budget to build your brand.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that asking for a low-level commitment enables you to qualify prospects. Richards runs through pragmatic examples of questions for clients and prospects.
Financial advisors can learn valuable lessons from the world's largest consumer products company. You don't need a multimillion-dollar advertising budget to build your brand
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how building fun into your workplace motivates employees, boosts productivity and improves relationships with clients.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how admitting to small mistakes can boost your credibility with clients.
The early struggles of a now successful advisor - and several academic studies - show how admitting to small mistakes can improve your credibility
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses what to include in a market summary letter to clients.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives seven proven tips for removing stressors in the modern “always-on” world. Please note that this video is most effective if you follow it with turning off that smart phone for a few minutes and getting outside.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the keys for demonstrating your value to clients in a post CRM2 world. He highlights common pitfalls in communicating value and explains what you must avoid.