Browsing articles in "Client Retention"

How Hosting a Charitable Event Can Strengthen Bonds with Clients

When you think about hosting an event for your clients, a pretty standard list of ideas probably comes to mind. But what if you planned an event that would not only benefit your clients, but your community? That would be a gift that keeps on giving.

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Multi-generational Planning: How One Advisor Keeps it In the Family

Nov 29, 2016

If your focus is on pre- (and post-) retirees, you are probably only serving a single generation. By bridging the gap between generations with value-added services, you can develop long-lasting relationships with your clients’ entire families.

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A Thanksgiving “Thank You” that Stands Out

You appreciate the trust your clients have placed in you. Have you made a point of showing them that you are grateful for their business? This week, guest blogger Dan Richards describes how some Canadian advisors took a personal (and philanthropic) approach to giving thanks.

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Advisors, Take My Advice: Take Some Advice [VIDEO]

Oct 27, 2016

Advisors are really good at giving advice. But when you do it for a living, it can sometimes be a challenge to take advice from others. Is that mindset keeping you from growing?

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The People’s Tort: How Will Advisors Defend Their DOL-related Processes to Attorneys?

Sep 15, 2016

You’ve seen those commercials: “Have you been injured in an accident?” Now imagine the ones that could come out after the DOL Rule goes into effect: “Have you been ‘injured’ by an advisor unable to justify their fiduciary role?” The advisory businesses that are prepared to defend their processes may never actually have to (defend them, that is).

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Investing is Like Gambling: 4 Ways to Debunk the Myth

Jun 30, 2016

If I had a dollar for every time I heard that investing is just another form of gambling, I’d have a lot of gambling… er, investing money. Your clients or prospects may think it, but it’s simply not true. I have 4 hard truths that you can use to respectfully set the record straight.

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The Value of Planning is Zero if You Don’t Charge for it

Jun 16, 2016

Investment advisory fees – that’s probably the line item on your clients’ statements. Are you “hiding” your real value there by not indicating it’s a planning fee? If so, your clients may not see you (or your value) as a planner – and that could hurt you in a market downturn or conversation about the DOL rule.

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Content Marketing – Content is King; Distribution is Queen

May 23, 2016

We all know that technology is an enabler in the financial services industry – but we tend to think of it in terms of investments and workflows and the like. But there’s a new tech kid in town – content marketing technology – and it’s helping advisors build and deepen relationships. I sat down with AdvisorStream CEO Kevin Mulhern to find out more.

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Advisors: Why Compete Where Everyone is Competing?

Another day, another survey (2, in fact) that shows advisors are worried about growth. And you should be – especially if you’re pursuing the same clients with the same message as every other advisor. Why should they pick you?

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Spousal Support: How Not to Alienate Spouses in the Financial Planning Process

May 10, 2016

To quote Rob Base and DJ E-Z Rock, “It takes two to make a thing go right.” If you’re working solely with one spouse, you may be alienating the other. In today’s guest blog post, Jill Knittel explains how you can encourage both spouses to participate in the financial planning process, as well as potentially carve out a niche for those spouses who find themselves suddenly single.

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