Gathering client feedback increases client loyalty. Reporting what you learned and, more important, what you did with it, helps engage clients and drive referrals. Continue reading
Steve Featured in Inside Information
We at The CDP were given quite a boost last week when our message was featured in an article by Bob Veres in his newsletter, Inside Information. He very generously considered whether the kind of advice we encourage financial advisors to take might make for “a new era dawning in the planning profession.” Well, that...Continue reading
How Do Your Clients Describe You?
How your clients describe your unique value can be more important than how you do. Devote attention to that as well as your value proposition. Continue reading
Is Your Target Market A Tribe?
Let's get away from the clichés when defining a target market. Look below the surface, and find your tribe. Continue reading
the problem with asking for referrals
Asking for referrals is about the worst way to try getting them. Too frequently, it sets up a scenario that actually compromises the client relationship. Continue reading
The Top Three Reasons Clients Choose You
Do you have a competitive advantage, something that differentiates you from other financial advisors? Most advisors think they do, but they don't. Here is a simple test to help you check. Continue reading
Engaging Your Clients Strategically
Advisors who utilize their client advisory boards to engage their best clients strategically realize the most dramatic and valuable results. Continue reading
Three Point Approach For Continuous Referrals
Creating a continuous stream of referrals is possible with a simple, three point approach implemented in your practice. Overview of a free e-book available soon. Continue reading
the conversation is the relationship
The number of referrals you receive from clients is directly related to how often you meet with clients and what you discuss besides their portfolio when you do. Continue reading
Being a good referral
Advisors don't receive more referrals, because they are not that refer-able. Here is why clients refer, and how clarifying your value and differentiating will get you there. Continue reading