Tag: client communication

How To Tell Clients You’re Full (Distraction-Proof Advisor Idea Video #241)

If you keep taking on clients when you've reached capacity, your service and reputation will suffer. Here's how to tell clients you're full...

Use This Tool to Stay Top of Mind (Distraction-Proof Advisor Idea Video #215)

Getting yourself and your clients comfortable with virtual communication now will continue to pay off long after COVID's gone. Loom is a useful tool...

No Client Loves This, But Do It Anyway (Distraction-Proof Advisor Idea Video #208)

How do you smoothly transition existing clients to another advisor?

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.

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.

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.

Picture Your Clients (Distraction-Proof Advisor Idea Video #163)

A photo can help you ensure your clients know they are way more than just an account number to you.

Keep Up Client Face Time (Distraction-Proof Advisor Idea Video #157)

How to use video to grow the rapport started in face-to-face meetings.

More Important Than Being Liked (Distraction-Proof Advisor Idea Video #153)

We all like to be liked. But earning respect is much more important to your business.