In part five of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights explains how to use Skype or FaceTime to make your telephone meetings with clients dramatically more effective.
In part four of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses what Google does to make sure its teams excel, and what advisors can do as well.
In the 1960s, marketing professor Ted Levitt urged businesspeople to ask themselves: "What business am I really in?" For financial advisors today, the answer to that question is not what you might think it is
In part three of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that shows superior performance is a direct result of intensive practice, and discusses three tips on mastery from expertise guru Anders Ericisson.
In part two of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, cites research that explains how to-do lists can clip productivity. He gives tips on how to write a list that increases productiveness in the short and long term.
In part one of a seven-part series, “Proven ways to boost productivity,” Dan Richards, CEO, Client Insights, discusses the importance of measuring your activities and results in order to move your business forward, which is derived from the business philosophy of Peter Drucker, the renowned management consultant.
In part eight of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss the know your client (KYC) implications of using Skype and FaceTime to meet with clients.
The steps you take to correct a problem that has made a client irate actually can strengthen your relationship with that client in the long run. But a poor response can be almost as bad as no response
In part seven of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss the top three tips you need to consider when buying a book of business.
In part six of a multi-part series, “Keeping your practice compliant,” Ellen Bessner, partner, Babin Bessner Spry LLP, and Dan Richards, CEO, Client Insights, discuss why you need a power of attorney document from every client, and give tips on when and how to broach this issue in a positive way.