/ by Don Connelly / Managing the Relationship / 0 comments
Of all the truisms associated with our industry, none is more valid than, “People do business with people they like and trust.” That’s why we devote a lot of space here to the importance of building rapport with clients.
We often discuss the need to master communication and soft skills, such as active listening, asking open-ended questions, mirroring body language and tone, telling stories, and showcasing empathy. That will never change as it forms the critical foundation for building rapport and trust.
We also discuss best practices, such as regular check-ins or sending holiday greetings to build client relationships. While these strategies work, they can sometimes feel impersonal or predictable. To truly stand out, it’s crucial to employ creative, lesser-known methods that resonate with prospects and clients on a deeper level.
Here are five innovative approaches to help you build meaningful relationships, earn trust, and foster long-term engagement.
Read more
Building Rapport with Clients: Unique Strategies for Financial Advisors
/ by Don Connelly / Managing the Relationship / 0 comments
Of all the truisms associated with our industry, none is more valid than, “People do business with people they like and trust.” That’s why we devote a lot of space here to the importance of building rapport with clients.
We often discuss the need to master communication and soft skills, such as active listening, asking open-ended questions, mirroring body language and tone, telling stories, and showcasing empathy. That will never change as it forms the critical foundation for building rapport and trust.
We also discuss best practices, such as regular check-ins or sending holiday greetings to build client relationships. While these strategies work, they can sometimes feel impersonal or predictable. To truly stand out, it’s crucial to employ creative, lesser-known methods that resonate with prospects and clients on a deeper level.
Here are five innovative approaches to help you build meaningful relationships, earn trust, and foster long-term engagement.
Read more