Once you’ve landed the clients, it’s crucial to develop a plan that matches service levels to client segments
Assets under administration, revenue, commissions and fees have all dropped in recent months
Good habits can increase your chances of having messages returned
Be prepared to work through discomfort if you want to reach the top
Motivate clients, manage time and expect to make house calls
A new joint survey by Univeris Corp. and Advisor Impact Inc. shows just how quickly strong client service goals can pay off when advisors set, implement and meet them.“We call them ‘high-contact advisors’,” Julie Littlechild, president of Toronto-based Advisor Impact, said in an interview with Stephen Smith, senior marketing director with Toronto-based Univeris, sponsor of […]
Not all medical leaves work out successfully. Mac Dickson, 58, a registered financial planner with Dickson’s Complete Tax Service in Orillia, Ont., was forced to put his financial planning business on hold in 2000 when his kidney disease became too onerous. Without a contingency plan in place, he put his business in trust, splitting his […]
What would happen to your business if you got sick and had to take a year off?
Social Web sites have joined the golf game as a marketing tool, but users need to step carefully
Knowing what you want is not enough; you need a concrete plan to make it happen