1. Continuous Client Service - Lock in Loyalty and Build Your Business
(Matching tags: client communications,client education,client feedback,client loyalty,client referrals,client retention,client satisfaction,client service)

Find out how SEI can help you take your business to the next level with a “continuous” approach to client service. Register today to receive Part 2 in our End-to-End Excellence video series ...

2. Advisors Were Among The Heroes Of 9/11. What Has This Industry Come To Mean To You Since That Day?
(Matching tags: client service,client referrals,Advisor businesses)

There was no public official on hand to speak at the 9/11 memorial ceremony this morning. Only family members who read the names of their loved ones who died on this day 11 years ago.   You probably ...

3. Want To Know The Secrets To Rainmaking? They May Be Different Than You Think!
(Matching tags: client satisfaction,client retention,client referrals,client acquisition)

What does it take to be a rainmaker these days? The industry has changed. Old rainmaking tactics have become passé. As it turns out, the softer issues win out here, too. When clients complain it’s ...

4. Wall Street Journal Article Shows the Value of Non-Advisory Services
(Matching tags: client acquisition,client referrals,differentiation,marketing,referrals,client service,Michael Kitces)

It can be the easiest, most direct way of setting yourself apart.

5. Financial Advisors Do a Poor To Average Job At Sales And Marketing: Chip Roame
(Matching tags: sales,marketing,target marketing,client retention,client referrals,account consolidation,professional referrals,internet marketing,IRA rollovers,LinkedIn,Chip Roame,Tiburon Strategic Advisors)

Financial advisors will have to do a much better job at sales and marketing if they want to build a successful practice. Or at least so says Charles “Chip” Roame, managing partner of Tiburon ...