Choosing the right gift could be easier than you thought
A museum pass may be appreciated, but that simple scented candle just might do the trick
- By: Beatrice Paez
- December 1, 2016 November 17, 2019
- 12:20
Latest news in Client Communications
Choosing the right client gift
Give them something that strikes an emotional chord
- By: Beatrice Paez
- November 30, 2016 November 17, 2019
- 12:00
Is your communication program up to snuff?
Yearend is a good time to review your strategy and ensure your messages are resonating with clients
- By: Beatrice Paez
- November 29, 2016 November 17, 2019
- 16:15
Three holiday client-contact strategies
There’s lots you can do to strengthen your bond with your clients
- By: Beatrice Paez
- November 24, 2016 November 17, 2019
- 11:30
Guiding clients through periods of market volatility
You have to make an effort to broach underlying anxieties your clients may have in order to help them stay the course
- By: Beatrice Paez
- November 23, 2016 November 17, 2019
- 11:30
The “succession” conversation
Once you have mapped out your exit plan, how and when you inform your clients is critical
- By: Beatrice Paez
- November 15, 2016 November 17, 2019
- 11:25
Telling stories to win clients
Relating experiences about yourself, your values and other clients can help you build trust
- By: Dwarka Lakhan
- November 10, 2016 November 17, 2019
- 10:25
Events your clients will appreciate
From fine dining to paintball, make your event suit your clients’ tastes
- By: Dwarka Lakhan
- November 8, 2016 November 17, 2019
- 12:10
When should you part ways with a client?
You and a client may find your needs are no longer aligned
- By: Beatrice Paez
- November 1, 2016 November 17, 2019
- 11:30
Treat your clients to family-friendly events
A popular kids’ movie or a trip to a museum can help show your clients you appreciate their business
- By: Beatrice Paez
- October 31, 2016 November 17, 2019
- 10:10
Casual Friday: Should you discuss politics with clients?
The rules of etiquette say no. But if a client brings up political issues, steer the conversation toward finance
- By: Beatrice Paez
- October 28, 2016 November 17, 2019
- 11:15
Improve your speaking skills
A presentation is an opportunity for you to position yourself as an authority on a given subject
- By: Beatrice Paez
- October 25, 2016 November 17, 2019
- 10:00
Become an effective speaker
Avoid these common mistakes and deliver your message with confidence
- By: Beatrice Paez
- October 24, 2016 November 17, 2019
- 11:40
Are you emotionally intelligent?
Understanding your clients’ emotions can make you a more effective advisor and give you a competitive edge
- By: Beatrice Paez
- October 21, 2016 November 17, 2019
- 10:00
Casual Friday: Client event etiquette
Navigating the social conventions of your clients can be challenging. You must do your homework and, when in doubt, follow your client’s lead
- By: Beatrice Paez
- September 30, 2016 November 17, 2019
- 11:15
Managing long-distance relationships
While a growing number of clients retain multiple homes, there are many ways to stay in touch
- By: Beatrice Paez
- September 27, 2016 November 17, 2019
- 11:30
Note-taking tips
Recording and documenting conversations with clients helps to ensure you understand each other
- By: Beatrice Paez
- September 26, 2016 November 17, 2019
- 11:00
Educate your clients with “explainer” videos
They’re short, to-the-point and effective — if you start with a great script
- By: Beatrice Paez
- September 22, 2016 November 17, 2019
- 11:10
Choose gifts that resonate with your clients
When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives
- By: Beatrice Paez
- September 2, 2016 November 17, 2019
- 10:15
A new level of client gift-giving
A bank’s campaign demonstrates the importance of knowing your clients
- By: Beatrice Paez
- September 1, 2016 November 17, 2019
- 11:00
In practice: Making use of infographics
Charts, graphs and other visuals can help your clients put financial data into perspective
- By: Beatrice Paez
- August 29, 2016 November 17, 2019
- 11:00
Brighten your presentations with infographics
Work closely with your designer to ensure the visuals communicate effectively with your clients
- By: Beatrice Paez
- August 26, 2016 November 17, 2019
- 11:20
Setting client expectations
Defining the terms of your relationship creates a tone of professionalism
- By: Beatrice Paez
- August 4, 2016 November 17, 2019
- 10:10
Maintaining trust
A pattern of inaction can undermine client relationships
- By: Beatrice Paez
- July 21, 2016 November 17, 2019
- 15:15
Make discovery an ongoing process
Go beyond “know your client” and find out as much as you can about your clients
- By: Dwarka Lakhan
- June 6, 2016 November 17, 2019
- 14:50