In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, gives tips on how to structure meetings for effective communication with your team.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains that clients need help teaching their children good financial habits. He outlines key areas where kids need help with money planning — from their first car to their first credit card.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses sentences that clearly convey to clients that you value their concerns — and are taking action on their priorities.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses one question you should never ask a client, and offers a better question to ask to help improve a client’s experience.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, reviews the traits historically associated with women and suggests these skills may be critical to the future success of both male and female advisors.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to comfortably ask clients for credible and persuasive testimonials.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how to create marketing materials that set you apart from other advisors.
In this Gaining Altitude video, Dan Richards, CEO, Client Insights, outlines seven reasons to be optimistic about the future that advisors can share with clients. See also: Outlook 2016.
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses why people with internal motivators for their work outperform those who are externally motivated. He shares tips on how to structure variable compensation to improve performance.