What are your client’s dreams, goals, fears or questions? This suggested list of questions will help break the ice and grow the relationship with them. Click here to download this document: 12 Topics Financial Advisors Can Ask Their Clients
Posts Categorized: Segmentation
Topics For Monthly Update Calls
You may be wondering what you should talk to your clients every month. Here are some broad questions you can use to get the conversation started. 12 Topics Financial Advisors Can Ask Their Clients
Do You Have A GPS For Your Practice?
Roadmaps and directions from a supposedly knowledgeable individual are not quite as helpful as having ready access to a GPS system. But do you have a GPS system for your practice? Without a GPS system you can find yourself in places you do not want to be, opening accounts you do not really want with… Read more »
Advisor Communication and Empathy in TImes of Crises
By Curtis C. Brown, Jr. Consultant Supernova Consulting How are you communicating with your clients and prospects during the Covid-19 crisis and the recent market volatility? First, let’s frame the environment that people are experiencing. They are receiving many conflicting messages and don’t quite know who to believe. This creates an atmosphere of fear and anxiety…. Read more »
Client/Prospect Powerpoint Presentation
Do you need a visual to discuss your new service model? This powerpoint is ready for you to add your own information for any presentation to clients, Center’s of Influence or prospective clients. Click on the link to download this powerpoint presentation: Powerpoint for client or prospect presentations.