Successful selling is about making and maintaining connections! Yes, but its also more than that. Successful sellings greater success lies in building relationships that deliver repeat business, referrals, and bottom line lift. There are key behaviors that, when identified, are found in the most successful sales environments and some of these behaviors may not be […]
Advisors are expanding their practice and planning for their own eventual retirement.? The consensus is generally that younger team members can bring new skills to any practice. Theyre good with social media and they can, it is assumed, relate to younger clients and prospects. In a recent webinar, the main presenter made an intriguing observation […]
USA Today recently reported that many people suffer from financial advisor anxiety?nervousness that makes them reluctant to share the intimate and important details of their finances with an advisor. Whats behind this anxiety?? Fears that are so deep-rooted that it can take years before you get to fully know and understand your client. Since fears […]
How many customer touchpoints are there in your business? Are your customers experiencing excellence and a feeling of engagement at every point? Are industry leaders keen to read your publications and talk to you about your visionary approach to customer centricity? If you cannot equivocally say you are at such a level ? read on… […]
Your clients long-term financial goals may be out of sync with the risks theyre willing to take to reach them. According to a recent survey by asset manager Natixis, while about 70% of investors they polled said that growing their assets is increasingly more important than protecting their principal investment, nearly 60% also said they […]
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 […]
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 […]
The world of financial advice is highly competitive; learning how to build your business and increase your bottom line could be as simple as knowing how to communicate with your prospects.
93.6% of the financial planning process is the behavioral management of the client. Who is the first person that clients come in contact with at your firm, and are you assuming they know how to deal with every client?