Client Servicing
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Clients tell it like it is, and that's a good thingAt the first meeting of his firm's advisory council, retirement planning specialist Kyle Schiffler was surprised by what he heard from his best clients. “I thought they might say they were upset at having to work with some of my assistants, but instead they told me I needed to get more staff,” said
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To attract high-net-worth clients, offer more than financial planningIn the never-ending search for high-net-worth clients and more assets, wealth managers might want to keep it in the family.Advisers catering to the wealthiest clients aim to provide comprehensive advice to those investors and wield influence by being aware of what's going on with clients' assets —
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Five easy steps to disarm a worked-up clientPrescription: Inquire, describe, empathize, add prospective and provide solutions.
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Advisers overestimate how 'personal' client relationships areEven as more financial advisers reach out to clients daily through social media, advisers think their relationships with clients are much closer than what clients think.When asked in a recent survey about their relationships with their clients, 67% said they have a “personal relationship” with
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Journey back from divorce can be taxingThe journey back from divorce can be taxing, reports Darla Mercado. Indeed, the hit from the IRS can make a painful situation worse.
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Dig further into social media to get the biggest business bangTools from Google and beyond will help you better connect with clients and prospects.
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Happily ever after? Couples fight five times a year about financesNew survey reveals some old habits; reliance on parents a red flag, however
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Readings done: Advisers use cards to reveal clients' true goalsUnited Capital develops color-coded cards corresponding to happiness, fear, commitment.
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Beating the benchmark is so 2012The S&P 500 Index is a wonderful benchmark of broad stock market activity, but does that mean we have to measure our investment performance against that, or any, universal benchmark? This is the kind of attitude shift that Brinker Capital Inc. has been pushing to the financial advice community with
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When your firm costs you clients, Part 1Cross-selling may sound like a good idea, but lousy service can send customers packing
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Why advisers don't talk about clients' careers — but shouldJob a pivotal element when calculating financial plan, professor claims: are you a stock or a bond?
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Flu taking advisers — and clients — down 'like soldiers'Financial advisers are arming their offices with hand sanitizer and turning sick employees and customers away in hopes of preventing this year's virulent strain of the flu from sidelining them. But like other U.S. employers that are expected to incur billions in influenza-related losses this
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Do you know where (else) your clients are?Study finds most clients have assets with more than one adviser but few advisers think so.
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The new benchmark: Service trumps performance, says KrawcheckFormer Merrill Lynch boss claims clients looking for solid relationship, holistic planning
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How top-performing advisory firms got thereBest of the best share some of the same attributes; the business is a business
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