Casual Friday: Five etiquette tips for client meetings
Make sure visitors are comfortable, and minimize distractions
- By: Leah Golob
- June 19, 2015 November 17, 2019
- 10:10
Latest news in Client Communications
Avoid raising these four “red flags” with clients
When your actions raise doubts, you risk losing clients
- By: Dwarka Lakhan
- June 17, 2015 November 17, 2019
- 11:30
Four ways to reach millennial clients
It would be a mistake to ignore this growing demographic group
- By: Leah Golob
- June 15, 2015 November 17, 2019
- 14:00
Casual Friday: Top five client-meeting etiquette mistakes
Don’t wait until a client beaks into a fit of coughing before offering a beverage
- By: Leah Golob
- June 12, 2015 November 17, 2019
- 10:35
Five ways to engage your clients
Build deep relationships through frequent contact
- By: Dwarka Lakhan
- June 11, 2015 November 17, 2019
- 10:20
Three mistakes you’ve probably made while cold calling
You have only a short time to introduce yourself. Make sure you get it right
- By: Leah Golob
- June 10, 2015 November 17, 2019
- 10:00
Four ways to turn a cold call into a meeting
Do your research, then call your prospect at work
- By: Leah Golob
- June 9, 2015 November 17, 2019
- 15:15
Five ways to improve your public speaking skills
The skills that make a dynamic speaker can be learned
- By: Leah Golob
- June 8, 2015 November 17, 2019
- 11:10
Casual Friday: Avoid these four common etiquette blunders
In today’s hurried business culture you can forget your manners
- By: Leah Golob
- June 5, 2015 November 17, 2019
- 10:20
How to develop an effective year-round client appreciation strategy
John and Rebecca Horwood, directors of wealth management at Richardson GMP Ltd. in Toronto, share insights on developing an effective year-round client appreciation strategy.
- By: Rebecca Horwood
- June 1, 2015 November 17, 2019
- 15:05
Show client appreciation with small gestures
Acknowledging the milestones in your clients’ lives – even with a simple phone call – keeps them engaged
- By: Tessie Sanci
- May 27, 2015 November 17, 2019
- 09:50
Client appreciation events with impact
By matching activities to particular types of clients, you can build stronger relationships
- By: Tessie Sanci
- May 26, 2015 November 17, 2019
- 09:50
How to accept negative client feedback
Rather than taking offence, say “thanks” and address the issue
- By: Leah Golob
- May 26, 2015 November 17, 2019
- 09:40
Expressing appreciation year-round
Rather than showing gratitude at a time of year when clients expect it, your client appreciation strategy should be a continuous process
- By: Tessie Sanci
- May 25, 2015 November 17, 2019
- 13:00
How to rebuild your client base at a new firm
Changing firms? Your old company “owns” your clients, but you can take steps to rekindle those relationships
- By: Leah Golob
- May 12, 2015 November 17, 2019
- 10:00
Add white papers to your communication strategy
Well researched, visually appealing documents help support your arguments
- By: Leah Golob
- April 29, 2015 November 17, 2019
- 10:00
How to communicate with your clients about market downturns
Communicating your strategy and staying in touch are key
- By: Leah Golob
- April 22, 2015 November 17, 2019
- 09:30
Get the most from a client-engagement survey
It’s what you do with the results that counts
- By: Leah Golob
- April 20, 2015 November 17, 2019
- 09:26
Increase engagement with a client debrief
Recapping your meetings helps build trust, align expectations
- By: Leah Golob
- April 8, 2015 November 17, 2019
- 10:25
How to promote your client-appreciation event
Give lots of notice and make it unique
- By: Leah Golob
- March 31, 2015 November 17, 2019
- 10:10
Three steps to planning a successful client-appreciation event
Consider your target audience’s interests and needs
- By: Leah Golob
- March 30, 2015 November 17, 2019
- 10:00
Four ways to say, “Thanks for your business”
Client appreciation is key to deepening relationships
- By: Leah Golob
- March 27, 2015 November 17, 2019
- 10:00
Three steps to empathetic client relationships
“Walk a mile in your client’s shoes” and make an emotional connection
- By: Tessie Sanci
- March 2, 2015 November 17, 2019
- 12:05
Five steps for a successful client meeting
Make it a continuous discovery process
- By: Dwarka Lakhan
- February 24, 2015 November 17, 2019
- 10:40
Five steps to a successful first meeting
When introducing yourself to a prospect, preparation is key
- By: Dwarka Lakhan
- February 20, 2015 November 17, 2019
- 11:10