The average face-to-face interaction with a client involves at least two hours when you include preparation time. Why not spend five minutes to increase your return on that investment of time?
Dan Richards explains the most effective way to make recommendations to clients, based on research from best-selling author and seminal sales theorist Neil Rackham (Part 3 of 8)
Dan Richards explains how to create meeting agendas tailored to engage your high net-worth clients (part 2 of 8)
Dan Richards explains how to improve results in client meetings by 30% with some straightforward tactics (Part 1 of 8)
Ellen Bessner and Dan Richards discuss how advisors should respond when they are audited by a regulator (Part 8 of 8)
Ellen Bessner and Dan Richards discuss the steps you need to take right away if a client makes a complaint that may involve a lawsuit (Part 7 of 8)
Ellen Bessner and Dan Richards explain that an issue with one regulator is increasingly requiring advisors to respond to several regulatory bodies (Part 6 of 8)
Here are five strategies to help you get more from periodic review meetings and leave your clients with a positive feeling about seeing you. They will be more willing to attend your next meeting
Ellen Bessner and Dan Richards explain three common approaches to managing clients' risk tolerance that leave advisors open to litigation risk (Part 5 of 8)
Ellen Bessner and Dan Richards explain three key common know-your-client pitfalls that can lead to lawsuits (Part 4 of 8)