Financial planning and the economy: It isn’t politics, it’s math
Your clients may be worried about what’s happening with the economy now, and especially how it’s going to affect them in the short and long term. This, however, is an...
Tag Archives: client commmunication
Connect with prospects by using AI to reveal their personalities
In a virtual world, it’s much more difficult to get to know people and build rapport. Yet we are in a relationship business. I’ve been in the profession for more...
Moving clients from no to yes
Wouldn’t it be easier if prospects said, “Stop talking! You convinced me! Where do I sign?” Of course, this almost never happens. Sometimes clients say yes. Sometimes, it’s “Let me...
AI prompts for client emails in seconds
There’s a long list of the ways generative AI tools, such as Claude or ChatGPT, can help financial advisors save time. All the possibilities may seem daunting; however, you can...
Avoid communication breakdowns and lower productivity
Assuming everyone is on the same page during a meeting is a mistake that can lead to misaligned expectations and frustration — which all translates into lower productivity. The good...
2 easy ideas to connect with clients
When clients or prospects don’t understand the value you can offer them, your relationship with them is limited. Increase your connection with clients with these ideas from MDRT members. Like organizing...
Give clients a reason to like you
You want to keep relationships on a professional level and be taken seriously by clients and prospects, especially if there is an age difference. Yet, by knowing something about your client’s...
MDRT ideas for connecting better with clients
Try these two ideas for building stronger connections with clients, which can lead to trust and referrals. Asking for ‘points of contact’ After every sale, rather than asking for referrals, I ask...
Don’t become obsolete: 3 things to know about connecting with younger clients
If your prospects or clients are more than 10 years younger than you, there could be a communication disconnect. Society underwent significant cultural and technological changes between the tail end of...
Are you blocking client trust?
Trust needs to be at the forefront to build long-lasting client relationships. For me, this begins with making my clients part of their own decision-making processes, so that they participate in...
10 ways to reassure clients when markets are volatile
When the stock market nosedives, people may become anxious as well as open to exploring more stable assets. With insurance, for example, you can use words like “guaranteed” and “lifetime...
Staying calm under pressure: Mindfulness for tough talks
As a financial advisor, you’re constantly communicating with your clients. And while many conversations may be easy, there are plenty of difficult, yet necessary, discussions with clients about death, divorce,...
Language matters: Increase client retention and income
During the 20 years of being a financial advisor, my agency has gone through a lot of transitions. And I’ve been asked a few times, “At what point did your...
Everyone is a somebody
A somebody means a person who has accomplished something, someone who is a success. Somebody means a person who is recognized and warmly greeted by others. Your clients, however, may...
Don’t lose trust in seconds with second-rate first impressions
Within seconds, a prospect decides whether or not they are interested in doing business with you. Make sure your first impressions, whether online or in person, attract clients instead of...
