Communication

3 strategies to help confused clients Fallback Image Decorative pattern

Planning and Advice

3 strategies to help confused clients

You’re talking to a client but his eyes glaze over – a common sign he may be confused. Jay Nash, vice president and portfolio manager, Roberts Nash Advisory Group, National Bank Financial, offers these solutions when dealing with three types of confused clients.

By Dean DiSpalatro |December 2, 2013

2 min read

Switch clients to your form of comp Fallback Image Decorative pattern

Planning and Advice

Switch clients to your form of comp

Get them used to your type of compensation.

By Suzanne Sharma |November 5, 2013

6 min read

3 ways to help a client who’s being sued Fallback Image Decorative pattern

Estate Planning

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

How to turn friends into clients Fallback Image Decorative pattern

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