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Clients Rate Top Financial Services Firms in 13 Categories

Added on February 2018 in Manage Your Practice
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Summary: Customers of top financial services performers reveal who they love in Hearts & Wallets’ annual national customer satisfaction rating report.

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The Golden Rule? You Can Do Better

Added on February 2018 in Manage Your Practice
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Summary: The men’s coxswain, focused on his rowers, completely missed the dangerous change in the wind. But the women’s 100-pound coxswain didn’t: Barking out a rapid-fire series of orders, she narrowly prevented a collision between the two boats. “I’ve never heard anything so loud,” the school’s crew coach, a consulting client, told me.

How Often Should You Talk to Clients?

Added on February 2018 in Manage Your Practice
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Summary: An advisor I work with calls each of his clients every quarter to check in and find out if they’ve had any major changes to their financial situation. As you can imagine, these calls create quite a burden and greatly reduce the advisor’s work output and the efficiency of his business.

Pop quiz: Explain blockchain to a client

Added on February 2018 in Manage Your Practice
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Summary: Planners at the T3 Advisor Conference were posed that challenge in presentations that sought to explain the importance of distributed ledger technology and its future impact on the financial industry.

A podcast about podcasting to get your message out

Added on February 2018 in Manage Your Practice
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Summary: Financial advisers looking for a better way to get the word out, either internally or externally, might want to check out how Captrust is using podcasts to reach its 450 employees in 35 different office locations.

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