What easy client surveys can do for your business
An easy client survey and a few inexpensive gift cards can lead to business improvements and referrals. Here’s how that works for one MDRT member. “Client feedback for me is critical....
Tag Archives: client service
Two often-used words that surprisingly scare clients away
The words you choose could be the reason you lose clients. In the financial services profession, “we’re actually very guilty of using terminology that creates a negative perception on the part...
10 reasons why millennials want to be your client
Millennials will continue to dominate the workplace. As they enter their peak earning years, it’s important that we’re able to communicate with them and work with them. Here are 10 reasons...
Embracing a wide variety of diversity
At his previous company, Will Platt, CFP, CFS, was told by his manager he should only call people who looked like him. This did not sit well with the one-year MDRT...
How client advisory boards lead to referrals and a better business
Do you know what your clients really think about you and how they interact with you? Would you ask them? These two MDRT members do by forming client advisory boards....
Helping clients understand the unseen impact of changing jobs
One of the things I believe consumers really need to understand is that you need to own and control your own benefits outside of your occupation, because you cannot depend...
An easy way to make clients feel special
When a prospect or client walks into the office for a meeting with Walton W. Rogers, ChFC, CLU, the first thing they see is a laminated sign in the lobby...
A really, really, really early client meeting
Earlier in my career, and to some extent still today, we did a lot of target marketing in different industries. One of those groups we courted was in the waste...
Working with small business owners
Banking was the first career for Susan Catherine Paterson, FChFP. Then, when she lost both her mother and brother to cancer within 12 months of each other, she wanted to...
How putting clients at ease is the difference between a client working with you or not
It’s understandable when a prospective client has questions about how the relationship with you as their financial advisor would work. Their questions are not standing in the way of you...
Finding creative ways to stand out to your clients
I’m sure you’re quite familiar with the logo of the Ritz-Carlton Hotel — the lion facing the side with his tongue out. I imagine the board of directors spent a...
Find and keep clients by being 1% better
To stand out from the crowd of other financial professionals in your area, you don’t need to drastically overhaul everything in your practice overnight. That’s overwhelming and likely not practical....
Ensure your client’s family never has to say ‘If only I had known’
As financial advisors, we help clients focus on investment strategies, wealth creation and death benefits. We shouldn’t stop there, though. When a client dies without their affairs in order, it...
Ethics for leaders
As leader of a team of more than 200 financial advisors, Nilo Matunog has the challenge and opportunity to mentor, influence and inspire people to become ethical professionals. In the...
How to find more insurance solutions for clients
When Brian H. Langford, CFP, CRPC, thought about the dignity of insurance, he became even more motivated to create a system to help clients purchase as much of it as...
