Gain a competitive edge
Customer service will make or break your business. Yet most business owners are still using the same decades-old cliches of “go the extra mile” and “exceed expectations” to explain their...
Tag Archives: client service
Never run out of appointments with lists
Keeping clients builds business stability. MDRT member Rick B. Stanzione, RFC, CSA, has a 97 percent client-retention rate, which he attributes to holistic planning and following through with clients by...
How problems strengthen our business
By Rickson Joel D’Souza Businesses face challenges. Some of those, such as regulations, are not in our control. What’s is in our control, however, is our response. For me, challenges sharpen...
Are 3 common mistakes costing you clients?
By Ali Hashemian, CFP, MBA Sometimes simple oversights, such as the confusing use of jargon, can cost you clients. It could be you’re not getting as many prospective clients contacting you as...
Two good habits of a successful advisor
By Julian H. Good Jr., CLU, ChFC A key to our success is developing what we repeatedly do — in other words, our habits. These two habits, in good and bad...
Tax planning differentiates you from other advisors
If you’re not helping clients plan what they pay in future taxes, eventually “your clients will find someone else who will,” said six-year MDRT member Kasey Massatti in her 2018...
3 quick ideas for enhancing client relationships
A few of MDRT’s top financial advisors share some simple ideas about how they enhance client relationships. How are you sleeping? In a client visit, if people look or act like they...
Why clients pay fees and wait months to see this advisor
What started as a problem for three-year MDRT member Leanne Barbara Bull, CFP, Dip FP, eventually led to why she has a long waiting list of referrals she didn’t ask...
When a client suddenly discloses $19,000 of credit-card debt
By Daniel Evan Jossen, CFP I’m meeting with people who have been great clients for years. They have excess money, and we are looking where to put it. For the nth...
What’s standing between you and success?
By Karl Hartey Getting started as a financial advisor isn’t easy. We’ve all struggled. You can go beyond that, however, if you’re determined, apply direction to your career, and focus on...
When is it time to hire a new employee?
By Diane L. McCurdy, CFP, EPC, and Theodore S. Rusinoff, CFP There are a few crucial times when you should be thinking about adding to your staff. Consider the following scenarios: When...
Be referable by helping your clients’ loved ones
5 important things to remember about working with sandwich generation clients
According to a 2013 study by the Pew Research Center, nearly half of U.S. adults age 40-59 have a parent 65 or older while also raising a young child or...
Understanding sandwich generation challenges from experience
It would be wonderful if all scenarios involving caring for family members went smoothly. Unfortunately this is not the case. Michael G. Herman, ChFC, LUTCF, knows this from personal experience. When...
Establish emotional connection to overcome objections
Think about when you see something you like at a clothing store that costs more than you intended to pay. Maybe you set aside the item, saying it’s too expensive....
