Posts Categorized: Ultimate Client Experience
Have You Ever Encouraged a Client to Spend More Money?
Giving your clients permission to spend more money is one of the greatest gifts you can give them! Most successful people grew up working hard and saving money. That, probably, is why they are rich now. When you do a cash flow analysis as part of this client’s financial plan, you quickly realize that… Read more »
Your Clients Will Love It!
Supernova advisors are always looking for ways to create value for their clients. Here is a quick tip that takes little time and will be greatly appreciated by your clients. When talking to your clients make note of any upcoming trips, business or personal. Follow up with a phone call a few days before… Read more »
The Butler Way
By now anyone interested in college basketball has heard the story of Brad Stevens, 37, the Butler University coach (Now the Boston Celtics coach), who became the third youngest head coach in the NCAA Division 1 history to have a 30-win season and the youngest coach to make the Final Four two years in a… 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 »
How Can 12-4-2 Help You Determine A Client’s Risk Tolerance?
In a recent article in the WSJ, it was asked, “Can you count on your broker or financial advisor to tell you how much risk is right for you?” The basis for the article was the 2012 requirement by the Financial Industry Regulatory Authority’s requiring advisors to assess how much money clients can accept loosing…. Read more »