Tag: client communication

Stay on Clients’ Minds (Distraction-Proof Advisor Idea Video #34)

Stay on your clients’ minds (for all the right reasons), even though they may not see you for months.

The Right Way to Start Client Relationships (Distraction-Proof Advisor Idea Video #29)

Get relationships off on the right foot by telling clients you’re NOT always available to them.

Get Clients Hooked on a Feeling (Distraction-Proof Advisor Idea Video #21)

Feelings are powerful motivators - not only for you, as an advisor, but for your clients, too. Get them hooked...

Keep Your Emails Read & Relevant (Distraction-Proof Advisor Idea Video #2)

We're all overwhelmed with email these days. How do you keep your emails to your clients opened, read, and relevant? Watch now...