Client Outreach
The latest news and advice about successful client communications, including the best methods and strategies for financial advisors.
The Client Conundrum: Turning Away Dr. No
By Olivia Mellan, Sherry ChristieDoctors with bad attitudes or behaviors may be too difficult to work with.
April 28, 2014
Physician Assistance: How to Advise Doctor ClientsMost advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
April 28, 2014
Grieving Clients, Sensitive AdvisorsCommunication with the bereaved is an increasingly important advisory skill.
April 28, 2014
10 Tips for Attracting (and Retaining) Doctor ClientsWorking with doctors as clients requires some special planning.
April 28, 2014
Profiling: How to Get Your Client’s StoryProfiling is an extremely powerful selling tool, maybe the most powerful sales tool you will ever use. So be sure you ask the right questions.
April 28, 2014
Clients, Trust and Human Behavior: Thoughts and ResourcesAn advisor's work with clients is based on trust. So what to do if a client doesnt trust you?
April 28, 2014
2014 IA 25; Why Clients Fire You; Advising Doctors: May Investment Advisor—SlideshowIts that time of year again.
April 25, 2014
RIAs: When and Why to Make Form ADV UpdatesThe triggers for other-than-annual amendments to your Form ADVs are many and varied. Best to follow Confucius' advice on the subject.