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Wednesday
Nov302011
Wed, November 30 The Two Times Clients Refer You
Two times people refer you and when you ask is not one of them. Just after they meet with you and when a friend expresses a need.
Entries in Anatomy of a Referral (7)
Wed, November 30 Wednesday
Jun152011
Wed, June 15 IPI study: advisors think their service is better than their clients do
A recent IPI study reveals 63% of ultra high net worth investors are fully satisfied with their advisors and that, shocklingly, 95% of advisors believe their clients feel that way.
Thursday
Mar312011
Thu, March 31 Results From Client Engagement Think Tank, Part 1
The first of a series of posts on an industry think tank on client engagement I facilitated in conjunction with FPA Business Solutions 2011
Wednesday
Feb022011
Wed, February 2 The Client Feedback Loop
Gathering client feedback increases client loyalty. Reporting what you learned and, more important, what you did with it, helps engage clients and drive referrals.
Friday
Jan072011
Fri, January 7 How Do Your Clients Describe You?
How your clients describe your unique value can be more important than how you do. Devote attention to that as well as your value proposition.
Monday
Dec202010
Mon, December 20 the problem with asking for referrals
Asking for referrals is about the worst way to try getting them. Too frequently, it sets up a scenario that actually compromises the client relationship.
Monday
Dec062010
Mon, December 6 Three Point Approach For Continuous Referrals
Creating a continuous stream of referrals is possible with a simple, three point approach implemented in your practice. Overview of a free e-book available soon.
