Browsing articles in "Client Retention"

Continuous Client Service – It’s Time to Differentiate Yourself

Apr 29, 2013

It’s happening again!  Today, we launched Part 2 in our End-to-End Excellence Series – Continuous Client Service – Lock in Loyalty and Build Your Business to those of you who registered […]

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Sales & Onboarding – Are You Ready to Dive In?

Mar 25, 2013

I hope so. Today, we  launched the long-awaited premiere of Sales & Onboarding – Your Last Chance to Make a Good First Impression to those of you who registered to […]

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Your Morning Cup of Links: Or, How I Spent My Memorial Day

May 31, 2012

This past Memorial Day weekend we (for once) didn’t overcommit ourselves. I was able to spend quality time with the family and even got caught up on some my reading. […]

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Great Expectations: At What Cost?

When I meet with advisory firms, one of my favorite questions is “What sets you apart in your business and your community?” I wait a second then follow up with […]

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Resolve to Break through in 2012

Nov 18, 2011

“Next year, I’m going to <insert resolution here>.” Who hasn’t done that? We all look ahead to a new year with the best of intentions, but it’s not often we […]

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Going the Extra Mile(stone)

Oct 18, 2011

Each year around this time, I get a few cards from my advisor, my CPA, and even a local bar that wants to “treat” me to a discounted beverage of […]

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Is Your Office Turning Off Clients?

Oct 11, 2011

The following article is a guest post by Ellen Rogin, CPA, CFP® – a wealth advisor, abundance activist,  and a nationally-known expert on living a life of success and prosperity.
A recent research […]

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Ten Years Later: The Advisor/Investor Relationship

On Sept 11th 2001, I was on two separate morning flights (Detroit to Chicago, Chicago to Des Moines).  I remember watching the National Guard planes scrambling to get up in […]

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Educational Events Take Advisors “Back to School” with the Three Rs: Retention, Referrals and Resources

Last Wednesday was the first day of school for my sons (kindergarten and first grade) and this morning, I was almost hit by a school bus while out on a […]

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Advisors: Don’t Waste This Chaos!

Aug 16, 2011

Back in 2008 when the market was at its peak of turmoil, I met with a very large firm in the Midwest and the CEO made a statement that stuck […]

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