Lack of success in this industry can be a result of many failings – from a lack of business acumen to ineffective soft skills. In this post we’ll look at some key areas many advisors might consider focusing on in order to attract and retain more clients.
As a financial advisor you need a wide range of skills, not least the ability to prospect and win new business. However, another area of expertise – and one which is frequently overlooked – is the ability to maintain a meaningful ongoing relationship with your clients. Here are a few ways to do this.
5 Steps to Attracting and Retaining More Clients
/ by Don Connelly / Best Practices / 0 comments
Lack of success in this industry can be a result of many failings – from a lack of business acumen to ineffective soft skills. In this post we’ll look at some key areas many advisors might consider focusing on in order to attract and retain more clients.
Read more
Maintaining Meaningful Relationships Is Hard but Essential Work
/ by Don Connelly / Managing the Relationship / 0 comments
As a financial advisor you need a wide range of skills, not least the ability to prospect and win new business. However, another area of expertise – and one which is frequently overlooked – is the ability to maintain a meaningful ongoing relationship with your clients. Here are a few ways to do this.
Read more