Tag: client trust & communication

Screening calls are a common part of the prospecting process for financial advisory firms, particularly those that receive a large ...

In meetings with current and prospective clients, asking follow-up questions can be a valuable tool for uncovering information about the ...

While interruptions within conversations occur frequently, the type of interruption can affect the content and flow of the dialogue that ...

Financial advisors will sometimes talk about ‘bad’ clients who don’t act on the advice being provided. But the reality is ...

Risk management is a key part of many financial advisors’ value propositions. For instance, ensuring clients maintain the proper insurance ...

When holding discovery meetings with a prospective client, financial advisors often ask the prospect about their goals. The hope is ...

Executive Summary Change is difficult, and when faced with the prospect of a change, many people opt to stick with ...

Executive Summary With inflation running hot, a potential recession looming, and both stock and bond markets seeing significant drops so ...

Executive Summary Prospective clients often approach a financial advisor because they have a problem. Perhaps they are approaching retirement and ...

Executive Summary When it comes to helping clients clarify their most important financial planning goals and priorities, many advisors may ...