October 23, 2017 / by Don Connelly / Managing the Relationship / 2 comments
Before a client makes the decision to do business with you he or she has to feel you are the ‘right fit’ for them. They’re about to embark on a journey into what’s often unknown territory for them – so they need to feel a real connection with their selected advisor.
Build rapport by letting prospective clients see the kind of person you really are. Let your personality shine through.
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Maintaining Meaningful Relationships Is Hard but Essential Work
November 27, 2017 / 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.
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Your Success Depends on The Strength of Your Client Relationships
November 6, 2017 / by Don Connelly / Managing the Relationship / 0 comments
Client relationships are the cornerstone of your business. They must be strong enough to weather bad market conditions and to ensure clients stay invested for the long term.
Here are some things you should do to maintain a secure ongoing partnership with your clients, regardless of market conditions.
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3 Things You Should Never Do in Volatile Markets
October 30, 2017 / by Don Connelly / Managing the Relationship / 0 comments
It’s your job as a financial advisor to stop your clients acting on emotion. You need to get across the fact that the financial plan you created is valid in all types of markets. To manage that, there are some things you should never do…
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Help Clients Get to Know the ‘Real’ You
October 23, 2017 / by Don Connelly / Managing the Relationship / 2 comments
Before a client makes the decision to do business with you he or she has to feel you are the ‘right fit’ for them. They’re about to embark on a journey into what’s often unknown territory for them – so they need to feel a real connection with their selected advisor.
Build rapport by letting prospective clients see the kind of person you really are. Let your personality shine through.
Read more