The competitive edge
- Partnering with Clients. J. W. R. // Research;Mar2011, Vol. 34 Issue 3, p54
The article offers tips on how financial advisers can successfully partner with clients in the U.S. including being a coach, therapist and mediator.
- Not all clients are created equal. McCarthy, Ed // Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p99
Presents tips designed to boost the profitability of financial planning companies in the United States. Ranking of clients according to the value they provide to the firm; Provision of a high quality of service commensurate with the client's value; Reasons why financial planners do not practice...
- Going through the Promotions. // Indianapolis Monthly;Dec2007, Vol. 31 Issue 4, p38
The article presents author's advice on how to promote oneself inorder to make business. The author relates the importance of communication. He suggests to go to trade shows and send e-mails. By doing so, a connection is established. He also relates that marketing success is not about believing...
- Ways to Drive Customers Away. McDargh, Eileen // Sales & Service Excellence Essentials;Dec2005, Vol. 5 Issue 12, p12
The article considers ways in which businesses can drive away customers. First, over promise and under deliver. Second, never walk the talk. Third, make technology a primary form of communication. Fourth, forget the wisdom of the outer circle. Fifth, never say thank you. To keep customers,...
- Create an 'A List.'. Diotte, Manuel // Sales & Service Excellence Essentials;Dec2009, Vol. 9 Issue 11, p16
The author shares tips on how to make clients feel important. He develops a list of questions that aim to build a lasting relationship with clients. He suggests making a list of important contacts and reaching out to them monthly, bimonthly or quarterly through mail, telephone or electronic mail...
- Rapport-Building Behaviors Used by Retail Employees Gremler, Dwayne D.; Gwinner, Kevin P. // Journal of Retailing;Sep2008, Vol. 84 Issue 3, p308
Abstract: The rapport between employees and customers represents a particularly salient issue in retail businesses characterized by significant interpersonal interactions. Although rapport relates significantly to customer satisfaction, loyalty, and word-of-mouth communication, the behaviors...
- Turning Losses into Gains. Brennan, Len // Financial Planning;Jun2001, Vol. 31 Issue 6, p192
Provides tips for financial advisers in encouraging their clients to regain confidence on the financial planning services in the United States.
- Clients for Sale. Jones, Brian T. // Financial Planning;Sep2003, Vol. 33 Issue 9, p136
Focuses on the importance of considering client's interest in financial planning business in the U.S. Quality of a client and planner relationship; Difficulties faced in the business; Possible solution to the retirement of financial planners.
- Will Marketing Challenges Stymie Growth? // Journal of Financial Planning;Jan/Feb2012 Practice Solutions, p16
The article focuses on a survey of U.S. financial advisers which shows 88% want to acquire six to 16 new clients in 2012 while 55% are confident that they will increase their revenues in 2012.