Client engagement

3 ways to help a client who’s being sued

You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?

October 15, 2013

2 min read

Planning and Advice

How to turn friends into clients

Friends can make great clients. But somewhere between the prospect and client stages you’ll probably need to overcome several objections.

By Bryce Sanders |October 15, 2013

3 min read

Planning and Advice

5 ways to avoid the wrong clients

Have you ever taken on the wrong client?

|October 10, 2013

2 min read

Planning and Advice

How to improve portfolio reviews

Clients often use portfolio reviews as a report card for evaluating the advisory relationship. They compare your “grades” to numbers they see elsewhere and wonder why you aren’t always getting straight A’s.

By Bryce Sanders |October 7, 2013

3 min read

Small clients, big opportunities

Let’s be honest. It’s more lucrative to chase wealthy prospects, but they aren’t the average advisor’s bread and butter. There are only so many affluent folks to go around, so you won’t grow your book if you keep waiting for millionaires.

2 min read

Diversify your network

Your network probably includes advisors and professionals who share your investment and client service philosophy. While it’s easier to meet and connect with these people, there’s one big drawback.

By Brynna Leslie |October 1, 2013

3 min read

Client engagement

3 ways to help a client who’s being sued

How to turn friends into clients

5 ways to avoid the wrong clients

How to improve portfolio reviews

What services do clients want?

Small clients, big opportunities

Keep clients devoted

My Best Event: Striking the right chord

Diversify your network

Small biz less satisfied with banks