Low-Cost Ways to Add Value

RELATED CONTENT

Value-Added Services to Offer Your Clients Now

Advisors can make the most out of this bear market by moving clients' focus away from things we can't control—like the market—and toward things we can control, like tax-efficient wealth transfers and gifts, Roth IRA conversions, and customized communications.

3 Steps to a Superior Client Service Model That Keeps Clients

Excellent client service proves its value in an uncertain market like today's, when clients are anxious and confused. Here's a quantitative way to segment your book and be sure you give your best clients the attention they need to stay loyal.

A 4-Step Post-Crash Referral Comeback Strategy

Don't let the recession make you give up on gaining new business through referrals. Here's how to talk with your clients about the value you bring them and set the stage for new introductions.

21 Lessons Advisors Learned in One Tough Year

If there's one dividend paid out by a devastating bear market, it's got to be in new lessons learned, old ones reaffirmed, or misconstrued lessons now fairly shattered. We asked Horsesmouth members to tell us what insights they've gleaned from the historic market break in 2008. Here are some highlights.