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Betterment data scientist Sam Swift asks advisors: "How do you know how much you've helped [clients] with your advice?"
- 'How May I Help You?' Silver, Larry // On Wall Street;May2005, Vol. 15 Issue 5, p81
Explains that the statement "How may I help you?" uttered by an investment advisors can have powerful impact on clients. Contention that this statement underscore a culture of trust and confidence on the part of the advisor; Greetings which advisors can say to their clients and prospective clients.
- Rubbing shoulders and maintaining professionalism. Morrow, Michael // Life Insurance Selling;Mar2013, Vol. 88 Issue 3, p48
The article offers tips and guidelines for insurance advisors on how to develop professional relations with clients. The significance of adding centers of influence to the newsletters or blog mailing lists of insurance advisors is outlined. The importance of protecting the advisor's brand is...
- Reputation death, Part 2: Is your personality killing your business? McCarty, Steven // Senior Market Advisor;Jan2012, Vol. 13 Issue 1, p58
The article discusses the most appropriate personality that financial advisors can adopt to attract more clients. According to the author, a narcissistic sales approach puts the financial advisor at the center of the sales process, rather than the client. This approach leaves the impression...
- The Blessed Client Event. Oechsli, Matt // REP.;Mar2014, Vol. 38 Issue 3, p22
The article focuses on the issue that affluent investors want to know their financial advisors personally. The elite advisors understand that the more non-business face time they spend with affluent clients and centers of influence, the more opportunities they encounter. If affluent clients love...
- How Many Referrals? Cates, Bill // On Wall Street;Apr2003, Vol. 13 Issue 4, p78
Provides guidelines on the number of referrals a financial advisor should expect from each client. Tips on how to deal with a client who gave a referral; Considerations regarding a financial advisor's relationship with the centers of influence (COI); Need to review COI and clients on a regular...
- Stop Guessing: Ask What Clients Want. Halloran, Matthew // Financial-planning.com;7/9/2013, p1
For many years top advisors have been telling you what clients want and need, how best to communicate, what types of events to host, all the way down to what to wear. But the only way one can really know, is by asking clients and prospects directly write advisor coach Matthew Halloran.
- Maya Lin to design winter garden in Minneapolis. Larson, Soren // Architectural Record;Nov1999, Vol. 187 Issue 11, p48
Reports on the commissioning of Maya Lin for the design of the greenhouse and conservatory for American Express Financial Advisors' client service center in Minneapolis, Minnesota. Indoor and outdoor gardens; Waterfalls.
- Planning for Disability. // Practical Accountant;Jul2008, Vol. 41 Issue 7, p12
The article reports on the effort of the Council for Disability Awareness in the U.S. to add a new Advisor Information & Resource Center in its Web site, disabilitycanhappen.org/advisor. It states that the new offering will help advisors, financial planners and brokers to communicate with their...
- Listen Up! BOWEN JR., JOHN J. // Financial Planning;Apr2011, Vol. 41 Issue 4, p27
The article focuses on how asking the clients the right question helps the advisor build a stable business. It is suggested that thinking about what questions to ask the clients and listening intently to the answers allows the advisor to improve the relationship with the client. He gives three...
