Top 3 Reasons for Understanding Customer Communication Styles

The landscape for businesses is becoming more fast-paced, high-tech and competitive with each year. Customers are expecting personalized offerings based on their interests, customized experiences based on their preferences and efficient service delivery on their terms. They want to resolve problems with a simple phone call… or by sending an email, or online chatting. Solutions […]

Tip: Focus on the Who for Comprehensive Client Engagement

As a financial advisor, your goal is to provide optimal support for your clients. This means discovering client needs and achieving them by implementing a behaviorally smart plan to accomplish those dreams. At your annual meetings, it can be difficult to be fully receptive and present to clients agendas as every individual has certain trained […]

How Advisors Should Interact with Baby Boomers in the Pre-Retirement Phase

For so many years Baby Boomers have been excitedly planning their retirement; looking forward to trips around the world, being mortgage free and much more. How can advisors deliver difficult news, provide encouraging advice, and retain the clients?