Client Servicing

Get Personal (Distraction-Proof Advisor Idea Video #5)

Great advisors get personal with the people they work with. Here's an easy way to learn valuable information about what matters most to your clients.

Protect Your Time: Schedule Ahead (Distraction-Proof Advisor Idea Video #4)

Give your client peace of mind and yourself more time!

A Proven Way to Grow Client Capacity (Distraction-Proof Advisor Idea Video #3)

Being predictable may not sound exciting, but the results for your client capacity can be thrilling!

Referral Requests That Really Work (Distraction-Proof Advisor Idea Video #1)

Ask clients for referrals to their friends and family in a way that is easy, repeatable, and most important, leaves them feeling grateful rather than awkward or annoyed. Watch now...

Don’t Let Your Past Define Your Future

More than fourteen years of listening to inmates in Marin County Jail hadn’t prepared me for Jacob’s* story. As a jail chaplain I heard how the abuse began when Jacob …

The Key to Connecting with Prospects and Clients

Effective advisors are prepared to quickly connect with their prospects and clients and genuinely express interest and care. Recognize that this doesn’t come from off-the-cuff comments, and also realize preparing ahead doesn’t mean delivering canned lines. Do you have tried and true words to effectively draw your clients and prospects into meaningful conversations from the get-go?

An Easy Way to Put Clients at Ease

Most people don’t like change, and uncertain change in relation to their finances is particularly uncomfortable. On the other hand, when people know what to expect, they feel more comfortable because have a sense of control and familiarity.

Is Offering More Hurting You?

With the onslaught of roboadvisors and cookie-cutter portfolio performance reporting shaking up our industry, the most important, non-duplicable differentiator you can offer is personal, relationship-building time with clients. But with so much to do, how do you make that time?

Connecting the Old-Fashioned Way

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...

Do More of What Works

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 or putting a more challenging time behind you, don't discount what you can accomplish in the last two months of the year...