Financial advisors can learn significant lessons from major airlines about how to treat their top clients. Here are some ways you can offer "frequent flyer" bonuses
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how helping affluent clients discuss the difficult and sensitive issue of estate planning with their adult children can position you as a trusted advisor, and build deeper relationships and trust with clients.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on what to include in a quarterly letter to clients about recent market developments. He recaps three principles that guide his approach to constructing portfolios.
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, cites new research that shows that reputation is more important than referrals for boosting clientele. He outlines reputation building tips for advisors.
In this week's Gaining Altitude, Dan Richards, CEO, Client Insights, explains how setting daily goals and tracking them boosts your performance. Richards cites recent sports research that proves that short-term goals increased performance in marathon runners -- and explains how to use daily goal setting in your practice.
In honour of Investment Executive’s 25th anniversary, we asked Dan Richards, CEO, Client Insights to predict what advice industry will look like 25 years from now. He explains why the industry will be defined by value.
When selecting a new advisor, many sophisticated clients base their decision on reputation. You can take steps to establish yourself as the go-to expert in your field
It's not that relationships will be completely unimportant in 25 years it's just that they will be less important than they are today. Technology will be imbedded in every aspect of clients' lives and many clients will confer with their advisors via video
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, give pragmatic tips on how to prosper in a world of fee transparency and communicate your value to clients in the brave new world of CRM2.