From Financial Planning
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Summary: As a financial advisor, how do you develop trust with a prospective client and within your organization? We regularly survey our clients and ask: What is the most important thing that makes you stay with us?
From IRIS
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Summary:In the majority of advisory firms, the founder is the primary rainmaker. He or she seems to have this innate ability or magical powers to create rain out of hay. For far too long they have been the primary source of new business and the entire firm has grown up around them in support of their rainmaker role
From ByAllAccounts
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Summary: Nothing replaces a face-to-face meeting, however, a webinar can be an excellent (and very cost-effective) alternative to stay connected with current clients and build new relationships. One of the trickiest parts of the webinar process is to ensure a good turnout.
From InvestmentNews
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Summary: In a fast-pace world, financial advisers may need a little help with the daily to-do's that keep them away from working with clients or prospecting for new ones. There are apps for that.
From
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Summary: It is accepted wisdom that finding and focusing on a niche market is a good idea. Executing such a strategy is harder than it sounds, however. And if it isn't difficult, there's a reasonable chance you don't have a real niche strategy but a preference for certain types of clients (not that there's anything wrong with that).
