Category Archives: Client Retention

Building Your Business

Is your practice performing at its full potential or is it time for a tune-up? Building your business takes effort. If your everyday operations are not working as well as they used to, take just 15 minutes right now with … Continue reading »

Focusing on Relationships Rather than Returns

Many financial planners and stockbrokers get caught up in trying to beat the indexes and put all their energy into product performance. However, this energy may be misguided since, out of the best money managers, only 7% actually succeed in … Continue reading »

Spending Time with Your Clients

New research shows that spending time with clients is key to a thriving financial advisory practice. Face-to-face client meetings give you more channels of communication to send your message, including office decor, eye contact, and body language. However, many advisors … Continue reading »