Jun 21

Do You Have An End Of Plan Strategy?

Over the years, I’ve worked with many advisors who’ve spent years building their book of business. They have a database full of loyal clients with whom they’ve built a trusting, lasting relationship. Or so they think. Throughout my conversations with them, I’ve uncovered a major threat that arises from the largest segment of many client bases.

This threat affects...

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Jun 07

Use These Three Ways to Have a Successful Client Meeting

First impressions are just as important for your clients as they are for you. Make your first meeting with clients productive and successful.

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May 03

The Power of Personalized Notes

When was the last time you opened your mailbox and found a handwritten note addressed to you?

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Mar 22

How to Position Yourself as a Trustworthy Source

Successful client relationships involve trust. Treat your clients and prospects with kindness and respect and it will go a long way in positioning yourself as a trusted partner. Kindness and respect are traits we learned at a young age, and they're still the most valuable in your business practice. The basics are just that: basic.

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Dec 21

Here Are the Top Strategies to Stay Memorable

When was the last time you had a memorable experience with a person or a brand? Why did it leave such a lasting impression?

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