Have your clients fill out this important document that contains their banking information, financial assets, personal property, real estate, and location of important documents and keep a copy in their file. Download the form here: Personal Information
Posts Categorized: Organization
Setting Up Monthly Client Appointments
Listen to this podcast on how to set up your client calls. Scheduling Your Monthly Contacts With Stan Craig
Redefining Service
There is a mistaken opinion that is as old as the model T but is still followed as if it were the latest idea. The thought is this – service follows a sale. This is a bad idea but too many are still acting as if it were true. Years ago Regis McKenna wrote, “Service… Read more »
Emphasize the Importance of 12/4/2 Meetings to Your clients
Here is a suggestion on how to teach your clients that their monthly 12/4/2 appointments are important to them and to you. At the end of every contact, even with those clients you speak to regularly, be sure and add this script: “I will send you an email summarizing our time together today (see sample in… Read more »
Getting An Upgrade
It is always pleasant news when we are flying to have the gate attendant tell us that we have been upgraded to first class. It is far more comfortable to be seated where the service is better, the attention to detail and the availability of special snacks, food or drink makes the trip all the… Read more »
What exactly are butlers and why are they important?
When an advisor decides to segment their book they are faced with difficult choices. They want to have more time to take care of their best clients but find it hard to give away the smaller clients due to a variety of reasons. Many advisors have gone into their book and identified their ideal clients,… Read more »