Largely in the past the financial services industry followed a sales oriented, transaction based, unstructured approach. Clients would stop by and chat or call in whenever they had a question and their advisor would call them every time he had a new stock or mutual fund or bond to sell them. As advisors started to… Read more »
Posts Categorized: Monthly Briefing Tips
Get To Know Your Clients Better Through Planning
The business of financial services has been described in a number of ways. But one thing that is consistent is this-this is a business of relationships. In order to build the most effective relationships with our clients and provide the very best in financial services, planning has never been more important. In one of my… Read more »
Topic for a Client Meeting: Exercise
People are always interested in improving their health. But there is so much misinformation out there it is hard to decipher what to do. One topic you can talk to your clients about during your 12/4/2 meetings is hiring a personal trainer – and then you can recommend the trainers your clients enthusiastically endorse. You… Read more »
How much do you know about social security?
A bad decision on Social Security collection benefits can cost you as much as $200,000 over you and your spouse’s lifetime. There is a lot of misinformation and scare tactics being disseminated to clients. Social Security will be there for those 60-plus so making a good decision based on facts can be one of the… Read more »
A Client Contact Resource File can make your “Touch Base” Calls More Effective
The 12-4-2 client contact system includes eight “Touch Base” phone calls during the year. One of the questions we are frequently asked by the advisors we coach is, “What do you talk about?” Here is one valuable answer. In every city there is at least one newspaper that will have a financial section, a section… Read more »
Corporate Athlete: How Much Sleep Do I Need?
Find out how many hours of sleep you and your loved ones really need! Refresh yourself on the basics behind sleep! http://www.helpguide.org/life/sleeping.htm Understanding sleep: By Melinda Smith, Lawrence Robinson, and Robert Segal It’s not just the number of hours in bed that is important—it’s the quality of those hours of sleep. If you’re giving yourself… Read more »