Nine tips for client engagement
- published on 06/10/2011
- 0
Matt Linnert says if you truly engage a client, they’ll subconsciously find your services more valuable. [more]
Matt Linnert says if you truly engage a client, they’ll subconsciously find your services more valuable. [more]
Knowing your client from a compliance perspective is far different from knowing your client from a commercial perspective and different again for the ... [more]
As we move along this path of fee for service, the question arises as to what are the most valuable elements of a ... [more]
When asked, many planners say their goal is to bring their clients peace of mind. Is this what you wish to achieve for ... [more]
Have you ever considered segregating your client base according to “Type One: I have to” clients and “Type Two: I want to” clients? ... [more]
Understanding what's valuable to a client will enable you to position your value proposition accordingly Have you ever asked your client, “what are ... [more]
Matt Linnert looks at future trends in segmenting client bases. If I were a financial planner and you were my client, what is ... [more]
From a reference point of view, we use four animals to describe clients’ money preferences: owl, monkey, labrador and dolphin. You could argue ... [more]
Understanding how a client thinks is the key to getting your message across, says Robert Skinner. Have you ever had a client seemingly ... [more]
The same emotions affect fixed income investors just as much as share investors, says Roger Bridges The same powerful forces that drive share investors ... [more]