Eileen Carpenter in an article in Financial Planning describes 6 ways to boost productivity without the costs and issues associated with adding staff. Perform a thorough client segmentation analysis and use the results to allocate resources more strategically. Develop different client service models that provide the right level of assistance for each client segment. Establish a set of investment strategies […]
Month: November 2015
How the Best Planners Win Over Prospects
By Vince Valenti You Never Get a Second Chance to Make a Good First Impression You’ve just booked an appointment with a prospect that was referred to you from one of your clients. The prospect has told you that he/she is shopping for a new financial advisor and that you’re one of three financial advisors […]
How to Network to Attract More Clients
By Katie Kuehner-Hebert Financial advisors can prosper in their practice if they network with the right people or join the right groups to attract more clients, provided that they actually interact and then do the necessary follow-up work. “I feel that you get out of it what you put into it,” says Claudia E. Mott, […]