Planners' Investment in Marketing Lacks Focus
- How to catch clients in your web. Mayo-Smith, Debbie // Money Management;11/27/2003, Vol. 17 Issue 44, p26
Presents suggestions for financial planners on the retention of clients in the Web. Disadvantages of Flash to Web sites; Way of increasing the usability of the sites; Marketing goals for the sites; Steps for the improvement of planner's profitability. INSET: YOU'LL LOSE THEM ON THE RIGHT.
- How to Keep Clients When the Economy Slips. Kane, James T. // Journal of Financial Planning;Jul/Aug2008 Supplement, p10
The article discusses how financial planners can retain customers during a recession. To keep clients from leaving, being competent is necessary but not sufficient. Planners must also be adept at cultivating relationships. Fundamental to a good relationship are integrity, savvy, proactivity,...
- 5 Relationship-Building Conversations to Have with Clients. Bowler, Colleen // Journal of Financial Planning;Nov2015, Vol. 28 Issue 11, p23
The article looks at recommended relationship-building discussions for financial advisers in interacting with their clients. Topics discussed include planning for uncertainty in relation to situations like health problems, unemployment and accidents, talking about daily habits that are essential...
- The right tools for the big sell. Chessell, Dave // Mortgage Strategy (Online Edition);6/26/2013, p42
The article contends that marketing is the key to keeping customers and acquiring new ones.
- Sticking Around. Grau, David // Financial Planning;Dec2003, Vol. 33 Issue 12, p84
Presents client retention strategies for buyers of financial advisory practices in the U.S. Importance of determining the transition responsibilities of buyers and sellers; Transition period that should be included in the agreement; Acquisition of information about the seller.
- Forging a successful partnership. // Finance Week;6/9/2003, p54
Asserts that it is important for financial planners to have a clear understanding of his or her client's needs and requirements. Aspects about the client that a financial planner must know; Need to build long-term advice and service relationships with clients.
- Finding Your Niche. Sisk, Michael // Bank Investment Consultant;May2006, Vol. 14 Issue 5, p32
The article discusses the strategy on establishing a niche by financial planners. To concentrate on a particular customer niche, financial planners should be able to penetrate and establish their credibility. Moreover, they need to have an affinity for the group they specialize in. Hard work is...
- Top Ten Capabilities of Your CRM Application. Friedman, Gregory H. // Journal of Financial Planning;Nov2004, Vol. 17 Issue 11, p38
This article enumerates the top ten capabilities that customer relationship management (CRM) systems that financial planning or wealth management firms must possess. First, a great CRM system must provide easy access to all relevant client information. A great system for financial planners...
- Tool Time. Kautt, Glenn G. // Financial Planning;Jul2007, Vol. 37 Issue 7, p39
The article discusses some management tools that can be used to enhance the services provided by a financial planning firm. The author recommends a client relations management he developed using tools from coaching programs he had participated in as well as feedback from an industrial...