Browsing articles in "Client Retention"

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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Readers’ Choice: The Most Popular Posts of 2016 (Part 2)

Dec 27, 2016

In our last post, we started a countdown of the top posts of 2016 – and I suggested enjoying them over some cocoa. What the heck… today, let’s break out […]

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Readers’ Choice: The Most Popular Posts of 2016 (Part 1)

Dec 22, 2016

We know that many of you take time during the holidays to catch up on reading that you may have missed during the year. This week and next, we’ll be highlighting the top 10 posts from 2016 (countdown style).

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Advisor Skeptics, Why You Should Care About Millennials

Dec 20, 2016

I know there are still skeptics out there, wondering why you should bother with millennials. If you need convincing, here’s why 3 advisors are expanding their client bases.

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Myths, Hidden Risks and the Fiduciary Rule

Dec 15, 2016

There are only 55 business days between the presidential inauguration and the implementation of the DOL Rule. Chances are good that the law will survive in some form, so you should plan for it – and avoid getting tripped up by fallacies about the rule.

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3 Lessons to Win the Day (and Maybe Some Business) with Your Next Client Event

Dwight D. Eisenhower was right: “Plans are nothing. Planning is everything.” If you want to host an event to thank your clients (or get new ones), make sure you do your homework first.

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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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