Everybody relies on referrals, and nobody has a plan. Continue reading
Client service will differentiate you better than fees or fiduciary
Summary: Two new studies reinforce that clients care more about service than how you get paid or whether you are a fiduciary. Continue reading
IPI study: advisors think their service is better than their clients do
A recent IPI study reveals 63% of ultra high net worth investors are fully satisfied with their advisors and that, shocklingly, 95% of advisors believe their clients feel that way. Continue reading
Was his client advisory board worth it?
Financial Advisor and blogger Mike Patton just posted the results of his first client advisory board. Was it worth it? Continue reading
Results From Client Engagement Think Tank, Part 2
Surprising finding: Advisors don't consider their target market in their onboarding processes. Continue reading
Interview with Merrill Rep about his Client Advisory Board
Mike Kaufman, of the K&H Group of Merrill Lynch, was interviewed Friday on the CEO Hour internet radio show. You can listen to the program here. Continue reading
Results From Client Engagement Think Tank, Part 1
The first of a series of posts on an industry think tank on client engagement I facilitated in conjunction with FPA Business Solutions 2011 Continue reading
Nice series of articles about client advisory boards in Fast Company
Lisa Nirell recently posted a nice three-part series on client advisory boards of the Fast Company website. Continue reading
Ask For Introductions – Not Referrals
Don't place the burden of prospecting on your clients. Use research to find prospective clients. Then ask your clients for an introduction. Great presentation by Sam Richter at FPA Business Solutions Continue reading
Let Your Clients Guide Your Marketing
Summary: Your clients know how to describe your value better than you do. Seek their guidance, and your marketing messages will connect better with prospects. Continue reading