1. Managing Client Expectations
(Matching tags: client communications,client education,client loyalty,client satisfaction,communication)

Sometimes it is appropriate to remind ourselves of best practices. This article will address one of these: managing client expectations.    Our clients are jumpy. They've endured the huge ...

2. Former FPA President Emphasizes The Need For A Different Type Of Converstaion With Female Investors
(Matching tags: client acquisition,Advisor businesses,communication)

The recent Financial Planning Association (FPA) conference focused in part on changing the way advisors communicate with their female clients, stating that women need to be talked to rather than talked ...

3. When You Describe Your Differences, Say What Others Say About You
(Matching tags: client communications,communication,differentiation,elevator speech,marketing,referrals)

Your clients’ words are more credible than yours

4. Study Shows Clients Get First Impression From Your Website – Make Sure Your Message Is Clear
(Matching tags: communication,elevator speech,marketing,niche management,referrals,target marketing,differentiation,INSITE 2012)

Don't make the mistake of saying what other advisors put on their websites.

5. Pershing Study Shows That Your Website Is Where Clients Get Their First Impression Of You And Of Your Services
(Matching tags: marketing,communication,client acquisition,client satisfaction)

First impressions and looking good still matter. And one place they matter most is in the experience your clients have with you online. The fact is that 71% of clients want to look at your website before ...

6. Client Spending Habits Are The Focus Of A New Schwab Video Series
(Matching tags: client education,communication,investment strategies,investor behavior)

Spending rates of clients has become a focus of a new video series created by Charles Schwab. The firm has set up an open access site that invites the public to share their experiences about their spending ...

7. New State 529 Plan Options Can Be Great Ice Breakers For Client Conversations
(Matching tags: 529, client education,communication,marketing)

It’s astounding. A recent survey by Edward Jones reveals that 62% of respondents thought a 529 plan was some type of insurance or a retirement plan. Not only does that indicate that investors are ...

8. If You Are Not Bumping Into People Who Want To Help You Because You Are Doing Good Work, Then You Need To Fix That Part Of Your Life
(Matching tags: business strategy,client acquisition,integrity,honesty,communication,elevator speech,leadership,value proposition,enterprise value,marketing,prospecting,referrals,business planning,Social Media)

  Humility has always prevented me from buying into the notion of American exceptionalism, but change wrought by the Internet is making me rethink.   The Internet now makes it easy for ...

9. Keeping It Simple
(Matching tags: business strategy,communication,investor behavior)

Even the most sophisticated investors have eyes that can glaze over if an investment program sounds too complicated. Added to the current reluctance for investors to get back into the markets, complex ...

10. Contrasting The 1% With The 5%; Why Some Advisors Serving The 5% Might Try Moving Up-Market To The 1%
(Matching tags: communication,differentiation,client loyalty,client satisfaction,investor behavior)

There’s another side to the 1%: the 5%, Middle Class Millionaires, and they are your clients. You might even serve some of the 1%. Many advisors have one, two, or three ultra-high net worth individuals ...

11. Communication Experts Become Partners In The Wealth Management Process
(Matching tags: business strategy,client satisfaction,communication,investor behavior)

Emotional and psychological aspects of wealth management are gaining recognition. Many wealth managers are now including psychologist and other communication and relationship experts as part of their ...

12. Partnering, Merging, Succession, And Other Business Deals--Including Serving Clients; Making All Your Work With People More Fulfilling And Successful
(Matching tags: client acquisition,integrity,communication,differentiation,leadership,competitors,client satisfaction,fiduciaries,Offbeat)

  Win-win relationships are a requirement of business success. The more you chase after ways to be generous in business, the more you will find success. This has been said many times before. But ...

13. Five Things You Can Do To Attract Referrals In 2012
(Matching tags: communication,marketing,referrals)

As you put your 2012 business and marketing plans into action, what are your plans for attracting referrals this year?

14. Peter Montoya Is Wrong: The Brand Is Not You And Should Not Be You
(Matching tags: communication,elevator speech,value proposition,exit planning,niche)

Peter Montoya became famous for preaching that your brand is you. David Grau now has research showing how that approach backfires.

15. To Connect With Prospects And Attract Referrals, Communicate Solutions – Not Methods
(Matching tags: marketing,elevator speech,differentiation,communication,value proposition)

  People care less about what you do and more about what they get. When I asked advisors what they do, or what value they represent, too many describe the process they utilize and not enough describe ...