Browsing articles in "Client Retention"

Advisors: What Was Your Walk Away Moment?

Nov 16, 2017

In business – as in life –the lessons are often in the mistakes we make. But sometimes the better knowledge is seeing the mistake coming and avoiding it altogether. Not always possible, but in some advisor practice scenarios it is probable.

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Why Successful Advisors are Exiting the Business

This week Dan Richards is back to share his take on the current state of financial advice and the successful advisors who provide it.

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Advisors: Are You Measuring the Wrong Things?

Oct 26, 2017

Are you measuring the wrong business indicators? Knowing AUM is good, but it doesn’t provide any idea of where you’re going.

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Equifax: A Teachable Micro-Moment for Advisors

Sep 21, 2017

I see a teachable moment in how advisors reacted – or didn’t – to the recent Equifax news.

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Another Perspective: Client Advisory Boards Deliver More Long-Term Value than Focus Groups

Sep 15, 2017

I love a good debate – because we all benefit from the discussion. Steve Wershing of The Client Driven Practice, weighs in on the value of advisory boards (which differs from mine). Who do you agree with?

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Use Client Feedback to Drive Engagement and Growth

Aug 8, 2017

A well-designed client survey has the power to deepen your relationships with your clients and transform your business. Actifi’s Martha Blenkush says the effectiveness of your survey hinges on the questions you ask and what you do with the results.

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Why One-Size-Fits-All Client Service Doesn’t (Fit, That Is)

“One size-fits-all” is often ill-fitting – that’s true when it comes to clothing, as well as client service. If you’re segmenting by AUM or revenue, rather than by what is important to your clients, you’re setting them (and yourself!) up for disappointment.

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Life, Legacy and the Pursuit of Your Clients’ Kids

Jul 11, 2017

How do you create an opportunity to get in front of your clients’ kids so you can demonstrate your true value to them? This week’s guest blogger, Abby Schneiderman, Co-CEO of Everplans, has some thoughts about facilitating discussions that may help open a door to the next generation.

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AI, Big Data and Robos: Could They Replace You? (Hint: It Depends)

Artificial intelligence is making robo-advisors better at planning. Will it make advisors go the way of the dinosaur? That all depends on you – the more specialized you are, the harder it would be for someone (or something) to replace the value you add.

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Why Clients Should be on Your Lunch Menu (So to Speak)

Jan 12, 2017

You can’t build a strong relationship with your clients by meeting them once a year. Maybe you can take a page out of my advisor’s playbook.

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