Do you find yourself constantly scrambling just to keep up with all of your clients? Does it seem as though you're fighting (and losing the battle) to deliver the level of service you promised at the outset of client relationships? Have you lost business as a result?Entrepreneurs who are working to build their businesses and increase their client capital often become overwhelmed when they treat [...]
A key part of building your brand is learning how to integrate technology and social media into your marketing strategy. Since most people's primary source of information is the internet, if you don't have some presence online, many potential clients will be unable to learn more about you and your business. How can you attract prospects and build client capital if no one knows who you are or [...]
Fears about falling out of compliance due to a social media program may be one of the reasons that some professionals have avoided the networking websites as a means of marketing themselves and building client capital. However, from one-person firms to organizations as large as Morgan Stanley, advisors are getting involved in blogs and Twitter without running into trouble when it comes to [...]
In an industry such as financial services, client relationships and trust between advisors and their clients serve as the foundation of doing business. Establishing client intimacy can also be a strategy for differentiating yourself from the competition.A person is unlikely to take your advice if he or she doesn't believe you have their best interests at heart. That said, managing your firm's [...]
It is important to ask for feedback from clients. Take steps to implement meaningful change in the organization to enhance the client experience.