Are You a Queen Bee? Do You Have Queen Bee Clients?
In an effort to better serve your clients, you may have read articles or had clients take quizzes to help …
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Client Service
What to do When a Client Loses a Spouse
Unless you are brand new to the business, you have experienced the death of a client’s spouse or significant other. …
How Advisors Should Work with Wholesalers
In my recent article on investment philosophy, I mentioned using your relationship with wholesalers to benefit your clients. Developing good relationships …
Best Practices for Client Meetings via Webinar
Conducting client meetings through a webinar is a great value-added service. It is an upgrade from telephone meetings and a …
Reevaluating Your Investment Philosophy
Every advisor, myself included, has an investment philosophy from which all investment recommendations are developed. Advisors will regularly reevaluate their …
Some Not-So-Obvious Items to Include in Your Year-In-Review Letter
Here’s some important information for you to consider including in your client year-end letter: First of all, it’s not too …
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Business Planning Beyond the Numbers
It’s the time of year to develop a 2016 business plan. Many advisors believe the business plan consists solely of …
The Importance of Knowing Your Ideal Client
When I start working with a client, one of the first things they want me to do is help them …
Are You Considering a Client Advisory Board? Here’s What You Need To Know.
As part of your 2015 marketing calendar, consider including a client-advisory board. Before we get started, let me clarify the …
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How to Deal with Unresponsive Clients
We have all experienced the situation in which a client, for whatever reason, becomes unresponsive to our calls and emails. …