When should you fire a client?
An antagonistic relationship can be draining, both financially and emotionally
- By: Dwarka Lakhan
- May 26, 2016 November 17, 2019
- 09:40
Latest news in Client Communications
Helping clients understand risk
Create a realistic view of how much investment risk they can handle
- By: Dwarka Lakhan
- May 6, 2016 November 17, 2019
- 11:00
Dealing with clients of various cultures
Be prepared for different attitudes, but avoid stereotyping
- By: Dwarka Lakhan
- May 5, 2016 November 17, 2019
- 11:00
Communicating across the generations
Boomers, Gen X and millennials have distinct preferences
- By: Dwarka Lakhan
- April 25, 2016 November 17, 2019
- 13:15
The power of open-ended questions
Learn more about your clients through conversation, not interrogation
- By: Dwarka Lakhan
- April 20, 2016 November 17, 2019
- 13:30
Engaging clients on their terms
Find out how — and how often — they want to be contacted
- By: Dwarka Lakhan
- April 8, 2016 November 17, 2019
- 10:30
Secrets of “soft” skills
Clients are more interested in your value as a person than your technical knowledge
- By: Dwarka Lakhan
- April 6, 2016 November 17, 2019
- 11:20
Make your communications client-centric
Find out which method each client prefers and review those preferences periodically
- By: Dwarka Lakhan
- March 17, 2016 November 17, 2019
- 14:15
The prospect courting process
Persuading a prospect to become your client requires time, patience and communication
- By: Dwarka Lakhan
- March 16, 2016 November 17, 2019
- 14:00
Four questions to ask your clients about your service
Find out what your clients are thinking or risk losing them to another advisor
- By: Dwarka Lakhan
- March 9, 2016 November 17, 2019
- 14:40
Talk about your client – not yourself
To build trust and confidence, put your own expertise aside, and listen
- By: Dwarka Lakhan
- March 4, 2016 November 17, 2019
- 13:20
Keeping a professional office environment
Your workspace should instill confidence in your expertise
- By: Tessie Sanci
- March 1, 2016 November 17, 2019
- 13:30
Help your clients teach their children about money
While kids are under pressure to spend, parents can impart some good habits
- By: Megan Marrelli
- February 29, 2016 November 17, 2019
- 14:00
Voicemail: Closing the communication gap
Your outgoing message should assure clients that you will respond to their call
- By: Ahmad Hathout
- February 26, 2016 November 17, 2019
- 14:40
Choosing a venue for your client meeting
Getting together over coffee or lunch shows that you think highly of your client
- By: Beatrice Paez
- February 24, 2016 November 17, 2019
- 14:50
Couples: Involve both spouses in the discussion
If you fail to engage the woman, you risk losing her business
- By: JoAnne Sommers
- February 19, 2016 November 17, 2019
- 11:30
Tips for working with couples
Relate to both partners as individuals
- By: JoAnne Sommers
- February 18, 2016 November 17, 2019
- 11:45
The client engagement process
Review these five tips to boost your experience with prospective and new clients
- By: Dwarka Lakhan
- February 16, 2016 November 17, 2019
- 11:10
Talking to your clients about risk
The discussion must be personal because every client is unique
- By: Dwarka Lakhan
- January 27, 2016 November 17, 2019
- 11:15
Dealing with anxious clients
Remind them that market movements are cyclical
- By: Dwarka Lakhan
- January 26, 2016 November 17, 2019
- 14:45
Communicating with clients during times of volatility
Some clients will worry more than others. Your job is to reassure them
- By: Dwarka Lakhan
- January 25, 2016 November 17, 2019
- 10:15
Five communication techniques to earn client confidence
Effective use of verbal and non-verbal skills takes practice and experience
- By: Dwarka Lakhan
- January 18, 2016 November 17, 2019
- 10:40
Five ways to generate client feedback
Meet in person or use online surveys
- By: Dwarka Lakhan
- January 11, 2016 November 17, 2019
- 10:35
How to deal with a dissatisfied client
Get to the bottom of their unhappiness through frank and open discussion
- By: Dwarka Lakhan
- January 8, 2016 November 17, 2019
- 11:00
Improve your client communication
Client contact is key to client satisfaction
- By: Dwarka Lakhan
- January 7, 2016 November 17, 2019
- 12:00