Dan Richards, CEO, Client Insights, takes a look at the elephant in the room that can cost advisors clients. Richards explains how to retain clients by addressing this issue early in the client relationship.
Dan Richards, CEO, Client Insights, gives tips on outlines an approach to help advisors overcome negative associations surrounding networking.
Dan Richards, CEO, Client Insights, explains what advisors can learn from the “peer group effect” that made the convicted fraudster consistently appear to be a wise and safe choice for certain communities.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains five steps that successful advisors implement when it comes to networking.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how using a back-up request with clients and prospects can help you reach your goals.
Many advisors become frustrated when their efforts to meet new people fail to produce prospects right away. Developing a rapport with new contacts takes time and patience
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses recent research that suggests relying on willpower can actually lower your performance results.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses the small decisions that led a $5-million prospect to choose one advisor over another.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how difficult it is for clients to discuss money with their adult children. He gives tips on how families can start the inheritance conversation now.
Marci met with two prospective advisors to manage her $5-million inheritance. Both presented themselves so well that Marci couldn't decide - until some small decisions tipped the scales