Client Servicing

Saying These Nice Words is a Mistake (Distraction-Proof Advisor Idea Video #203)

Telling clients you'll be available anytime they need you is asking for trouble.

Forever Giving but Never Getting? (Distraction-Proof Advisor Idea Video #202)

What do you do when you keep referring your clients to other professionals but don't receive any referrals coming your way?

Small Clients Want Big Attention? (Distraction-Proof Advisor Idea Video #201)

What do you do when the help your client needs isn't very profitable for you?

The IRS’s Great Plan for Your Clients (Distraction-Proof Advisor Idea Video #196)

If clients or prospects balk at the idea of your preparing a financial plan for them, remind them they have one by default. Whether they like or not is the question.

Stop Doing This & Call Your Leighannes (Distraction-Proof Advisor Idea Video #185)

Communicating with clients is vital during this challenging time, but be sensitive about what your communicating...

Healthy Screen Time (Distraction-Proof Advisor Idea Video #183)

Even if your clients aren't venturing out, you can use technology to still have the benefit of face-to-face meetings.

Empathy, Inmates & Pinball (Distraction-Proof Advisor Idea Video #182)

All the recent angst-producing news and market volatility understandably have a lot of clients spooked. Part of your job is to compassionately listen and provide them some perspective and calm.

Do You Deserve The Title Fiduciary? (Distraction-Proof Advisor Idea Video #175)

If you're not including long-term care in the mix for your clients, you're missing an important element of their financial well-being.

Want Raving Fans? Be One First (Distraction-Proof Advisor Idea Video #170)

One of the best ways to turn your clients into raving fans for you is to be one of their most supportive fans first.

Don’t Get Left Behind (Distraction-Proof Advisor Idea Video #167)

Great advisors are more than simply money managers or even financial planners: they play the part of a coach.