Client Servicing

Segment Clients by More Than AUM (Distraction-Proof Advisor Idea Video #71)

Do you know which clients are most valuable to your business?

Does Your Number Measure Up? (Distraction-Proof Advisor Idea Video #67)

How many meetings did you have this year? Is that OK for next year?

Be Like Tony (Distraction-Proof Advisor Idea Video #66)

Your attitude has everything to do with how referable you are.

Here’s How We Got Great Referrals (Distraction-Proof Advisor Idea Video #59)

Impress your clients by going beyond their basic expectations and showing them how much you care.

Help Your Clients When They Need It Most (Distraction-Proof Advisor Idea Video #58)

Help your clients now so they are prepared when they can't help themselves.

Actually, Everyone Has a Financial Plan (Distraction-Proof Advisor Idea Video #57)

Whom do your clients want to plan their financial future - the IRS or you?

Small Gifts Make a Big Impact (Distraction-Proof Advisor Idea Video #50)

It doesn't take something expensive or elaborate to stay at the top of your clients' minds.

You CAN Raise Your Fees (Distraction-Proof Advisor Idea Video #49)

Staying out of the fee-compression trap relies on your answers to two questions.

Repeat What’s Proven (Distraction-Proof Advisor Idea Video #45)

Taking a new, “fresh” approach can be a big mistake.