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Communicating in the Internet Age means you've got to capture client's attention almost instantaneously, or your message will be lost. Get your communication style up to speed for the 21st century with these strategies.
A 20-year veteran says setting goals for and scoring the quality of his client conversations is a big piece of his perennial success. Here's his quantitative approach.
The needs and wants of your clients have changed over the past year. Has your communication strategy evolved to match? Here are the new must-haves that will keep clients highly satisfied.
Horsesmouth Essential: Sometimes the hardest thing to do is to do nothing, and your clients may be feeling desperate for some kind of action in their positions. Reassure them that you’re on the case with these moves.
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Savvy Tax Planning School for Financial Advisors
With Debra Taylor, CPA/PFS, JD, CDFA
Begins January 23, 2025
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
December 9–12, 2024
The Discovery Meeting Workshop: Transform Your Discovery Process
February 10–11, 2025