From IRIS
0 visitor like this article | Viewed 2555 times | 0 comment
Summary: Smart professional firms and sellers adopt a variety of tactics to overcome this with the core principle being to nurture the relationship with high potential customers over time. Each interaction – be it a call, a meeting, a useful article clipped and sent, or an email newsletter – is designed to add value to the customer/prospect and to strengthen the relationship. Done well, these approaches have a huge payoff.
From Financial Plannning
0 visitor like this article | Viewed 2544 times | 0 comment
Summary: For many years, comprehensive wealth advisers have been providing financial plans for clients. While each adviser has their own process they walk clients through, the specific processes are likely a bit similar.
From LinkedIn Pulse
0 visitor like this article | Viewed 2571 times | 0 comment
Summary: Back office IT security is an unsung modern-day hero. When things go right, it runs in the background, practically invisible. But, when something goes wrong, the failure could result in irreparable damage to the firm’s reputation, legal and enforcement costs and potential loss of clients.
From InvestmentNews
0 visitor like this article | Viewed 2792 times | 0 comment
Summary: To hear Carol Craigie and Catalina Franco-Cicero describe their business model, you'd think they were running some kind of physical fitness center rather than a financial planning shop.
From Don Connelly & Associates
1 visitor like this article | Viewed 2762 times | 0 comment
Summary: You already know how dangerous for your business not using LinkedIn could be, don’t you? With more than 5 million affluent investors on the network, Financial Advisors cannot afford to overlook using it as a networking and prospecting tool.
