Client Service
Jan 25, 2012
How Many Client Meetings Should a Financial Advisor Have Annually?
How often should financial advisors meet with clients? We’ve done the research and discovered a proactive annual 3-meeting cycle works best to meet the needs of your clients. read more...
Jan 23, 2012
A Script for Financial Advisors Who Want to Offer More Comprehensive Services
Want to change how you do business? Script out your conversation before talking with your clients so you clearly present the benefits and your delivery will be smooth, heartfelt, and thorough. read more...
Jan 18, 2012
Financial Advisors – Can You Clearly Articulate What You Deliver to Clients?
Defining your “deliverables” helps trusted financial advisors explain the many specific things they offer clients when providing comprehensive financial services. read more...
Jan 09, 2012
The Value of Offering Comprehensive Financial Services
A small list of the tremendous value a financial advisor provides clients when comprehensive financial services are offered. read more...
Dec 14, 2011
The Question Financial Advisors Should Ask at the First Meeting with New Clients
There’s one important question you must ask your clients so that you, as their trusted advisor, can help them achieve their goals. read more...
Dec 12, 2011
How Trusted Advisors “Get It” So Their Clients Feel Understood
Walking in your clients’ shoes and defining how you solve their problems will make you trusted as a financial advisor. read more...
Nov 30, 2011
Financial Advisors – Are All Your Team Members In the Loop?
Your team members will never miss another relevant piece of information when you standardize your form of communication. read more...
Nov 23, 2011
Financial Advisors - Does it Matter What Car Your Client Buys?
Providing comprehensive financial services even means advising your clients on the purchase of a vehicle. Adding a vehicle-purchasing consultant to your team may be just what your business needs. read more...
Oct 13, 2011
7 Keys to Measuring Your Team’s Performance
The old saying that you can't control what you can't measure is certainly true. read more...
Sep 23, 2011
What is the Solution Log™ and Why Utilize it?
The Solution Log™ is a simple spreadsheet designed to track step-by step action items taken to resolve any problems. read more...
Sep 20, 2011
The Importance of Utilizing the Interaction Log™
What's Important About Knowing The Details Of Your Deliverables Team Members’ Interactions With Ideal Clients? read more...
Aug 23, 2011
What Comes After The Five Critical Reports™?
If these Five Critical Reports™ (formerly known as The Five Mini-Deliverables™) are implemented first, what do we implement next? read more...
Jul 22, 2011
Key Financial Plans Essential to your Best-in-Class Deliverables Team
Imagine how building a Best-In-Class team of experts would positively contribute to a growing client base and thriving business. read more...
Jul 19, 2011
The Values-Based Financial Professional Office Pre-Assessment
Capture thoughts and ideas about the current state of Client services and deliverables, as well as to assess your current support team. read more...
Mar 19, 2011
A Day Without Sunshine is Like, Night
Have you considered that what you believe clients value in a Trusted Advisor may be night and day from what they actually value most? read more...
Aug 10, 2010
Politely Disengaging
How does an advisor disengage from non-ideal clients when transitioning to a select group of ideal clients receiving comprehensive services? read more...
Mar 23, 2010
Complete the “Mental Shift”
How successful financial advisors can make the mind shift and capture what their Ideal Clients want. read more...
Mar 16, 2010
A Lesson in “Missing the Point”
In the financial services industry, it’s easy to miss the simple things which Ideal Clients value the most. To address their greatest values, use a process that orchestrates all the people in your Ideal Client’s financial life. read more...
Feb 28, 2010
The value of a checklist
Why establishing a check-list driven system will unleash comprehensive financial services faster than you will believe possible. read more...
Feb 15, 2010
Advisor: When do you give clients their "action plan?"
Do you update and give your clients The Implementation Plan at every meeting? When during the meeting? read more...
