Turning new clients into long-term clients
Turning new clients into long-term clients Advisers often overlook client onboarding as they turn to finding the next client, writes Ray Sclafani, CEO and founder of ClientWise. Investing time in client onboarding can lead to a richer bond with the client and a longer relationship, he writes. He provides five tips for the process in […]
How to win clients — and keep them
How to win clients — and keep them Clients want to be listened to and want their calls returned quickly, but that’s just the start of what keeps a client on board, financial advisory coach Steve Wershing writes. “The ‘Why you?’ question is one that stumps most advisors,” he writes. “And the really powerful answer […]
Why would anyone want to cold call?
Why would anyone want to cold call? Why would anyone want to continue to cold call? Well, because it’s the most direct and effective way to generate new business. The problem is, of course, that most agents cold call badly, which is why it does not work for them. If you really want to build […]