Preparation is key to successful presentations
To build confidence, rehearse often and check your equipment
- By: Tessie Sanci
- December 24, 2014 November 17, 2019
- 11:15
Latest news in Client Communications
Guide to client gifting
Consider an organized strategy and, at the very least, send a card
- By: JoAnne Sommers
- December 5, 2014 November 17, 2019
- 11:41
Nine tips for a successful holiday party for clients
The key is to strike the right tone and don’t be promotional
- By: JoAnne Sommers
- December 3, 2014 November 17, 2019
- 11:20
What’s the No. 1 client complaint?
The most common frustration is relatively easy to fix
- By: Tessie Sanci
- November 25, 2014 November 17, 2019
- 12:10
Leave a lasting impression with the perfect client gift
Many advisors show their appreciation with gift certificates, but personalized presents can help you stand out
- By: Clare O’Hara
- November 20, 2014 November 17, 2019
- 15:45
Gifts: Saying thank you to clients
From charging stations to chocolate, Adam Kafka, owner of Universal Links in Toronto, and an expert in corporate gifting, presents this year’s best gifts to…
- By: Adam Kafka
- November 20, 2014 November 17, 2019
- 12:35
Build trust with body language
The signals you give can move a prospect from viewing you with indifference to trust
- By: Fiona Collie
- November 20, 2014 November 17, 2019
- 08:35
Four steps to better client communications
The way you talk about your practice is your most important marketing tool
- By: Tessie Sanci
- November 19, 2014 November 17, 2019
- 10:55
Entertaining the high net worth client
Consider organizing a philanthropic activity or an intimate concert to engage with your top clients
- By: Clare O’Hara
- November 19, 2014 November 17, 2019
- 10:30
Three events sure to impress your clients
A client appreciation event, customized to your client base, can show clients how much you value their business
- By: Clare O’Hara
- November 18, 2014 November 17, 2019
- 12:10
Competing with the DIY alternatives
Four ways to demonstrate your value to clients
- By: Tessie Sanci
- November 6, 2014 November 17, 2019
- 11:50
Helping indecisive clients
Give them the tools to make a good choice
- By: Tessie Sanci
- October 23, 2014 November 17, 2019
- 10:15
Learn more about top prospects
Available high-tech — and low-tech — tools can give you the edge
- By: Tessie Sanci
- October 16, 2014 November 17, 2019
- 09:40
A Q3 letter to clients: How to navigate rough waters
Customize this template to reflect your views, especially when it comes to recommendations for the period ahead.
- By: Dan Richards
- October 15, 2014 November 17, 2019
- 15:15
Five ways to improve client communications
Know your clients and provide information that’s important to them
- By: Dwarka Lakhan
- October 14, 2014 November 17, 2019
- 10:30
Improve relationships with the ‘human touch’
Getting out from behind your computer screen and talking to your clients will make you stand out
- By: Tessie Sanci
- October 10, 2014 November 17, 2019
- 10:00
How to make memorable presentations
Engage your audience and deliver your message with confidence
- By: Dwarka Lakhan
- October 8, 2014 November 17, 2019
- 11:00
The senior-friendly practice II
Make adjustments to accommodate your older clients’ physical and mental limitations
- By: Wendy Cuthbert
- October 7, 2014 November 17, 2019
- 10:55
Making your practice elder-friendly
Senior clients represent an important market, but dealing with them requires patience
- By: Wendy Cuthbert
- October 6, 2014 November 17, 2019
- 10:30
Casual Friday: Handle — and prevent — wardrobe malfunctions
Preparation key to managing sartorial mishaps
- By: Tessie Sanci
- September 26, 2014 November 17, 2019
- 11:15
How to say ‘no’ to a prospect
Be respectful and tactful when declining to take on an incompatible prospect
- By: Tessie Sanci
- September 22, 2014 November 17, 2019
- 11:25
Keeping a professional office environment
Your workspace should instill confidence in your expertise
- By: Tessie Sanci
- September 18, 2014 November 17, 2019
- 11:15
Keep it professional online
Your online communications should be conversational, but businesslike
- By: Tessie Sanci
- September 17, 2014 November 17, 2019
- 10:00
Networking: How to walk the fine line
Three ways to be sociable without losing your professionalism
- By: Tessie Sanci
- September 16, 2014 November 17, 2019
- 10:30
Wow your clients with the perfect gift
It’s the personal touch — not the price — that counts
- By: Tessie Sanci
- September 10, 2014 November 17, 2019
- 10:00