Client Servicing

Connecting the Old-Fashioned Way

AdvisorBlast – Quick Tips to Accelerate Your Practice  In this issue: Email communication is convenient but can be lacking; sometimes it’s best just to call. Instead of spending time agonizing over how to craft a response to a potentially unhappy or confused client’s email, just pick up the phone and talk with them. Last week I spoke with a […]

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Do More of What Works

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue:  Create momentum now to keep you moving strongly into the New Year. The holiday season is officially here. It can be tempting to start relaxing at work and focus on upcoming festivities and year-end plans. Whether you are looking forward to celebrating a successful year […]

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Fall Realignment

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue:  Make any needed adjustments now and ensure you're on track for the end of 2012. My summer didn't end up looking exactly like I anticipated. I had unexpected things arise on both personal and professional fronts requiring more time and energy than I had […]

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Plan the Final Moment

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue:  Be prepared for your prospect meetings – every time. Watching the US Olympic swimming trials on TV a couple of weeks ago was a thrill. Many lives were changed within just the last few inches of a race. Though the final touch on the […]

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Use the Same Words; Just Make Sure You Redefine Them for People

What do you think when you hear the word “Integrity?” How about “Ethical?” Although these words have been trashed by some within our industry, don’t shy away from using them. In fact use them, then define exactly what you’re meaning by them. For instance, by ensuring you use the word “ethical” in your discussion with […]

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Avoid Frustrations – Set Expectations Clearly

A frustration I hear regularly from advisors, especially at this time of year when they’ve spent time reviewing last year’s performance and are trying to connect with the client for their review, is that they don’t get their calls returned. This can be even more frustrating when you’re dealing with time-sensative information, like portfolio ideas […]

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If I Were To Ask You…

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Simple ways to start meaningful conversations. Do you love or loathe end-of-year client review meetings? What about when you know they’re holding something back, but they just won’t fully open up to you and show you their deep concerns or weaknesses, even though you […]

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Be a Calm in the Midst of the Storm

AdvisorBlast – Quick Tips to Accelerate Your Practice In this issue: Provide a refuge in the midst of upcoming holiday frenzy. The holidays are coming – that hectic time of year, when almost everyone is frazzled, trying to add shopping, parties, and decorating to their already packed schedules.   It’s a perfect time for you […]

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Let Them Know They Matter

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: Make time to make others feel significant! Recently I spoke with a homeless person in San Francisco. After talking with him for a while and asking questions about his life, he looked at me, laughed, and said that he hadn’t felt this important in […]

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Life Is More Than a Highlight Reel

AdviserBlast – Quick Tips to Accelerate Your Practice In this issue: When we treat the routine details as "boring," we can miss the big opportunities we're looking for. While playing golf last week, we got talking about the soccer World Cup. One guy said that he just watches the highlights on the news because they […]

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