Showing clients that you continue to expand and enhance your knowledge is always a good thing. Your continuing education allows clients to know you are keeping current within the industry.
It is really important to be clear on your vision, find research on your specific target market, read books and then identify the practices you feel you can adopt and the areas you must change in order to attract these clients.
Your question is not only important but also topical. Why do you want the separation? You have begun to establish a brand for yourself whether you like it or not. If your message is clear and you keep things on the positive and productive side then you could use Facebook or Twitter for co-workers as you are promoting yourself with a social media platform.
The senior advisor in our practice is amazing with people but cannot organize himself or his time and does too much of the talking in the client appointments. This often results in 2 - 3 hour appointments which cuts us down to only about 5 - 6 appointments a week.
When there is motivation to do so. I think that if you have any interest in writing or getting better as a writer then you should challenge yourself. I had a boss at one point in my working career who used red pen a lot - and I mean a lot - so my desire to write a book started with that and a whole lot of ideas I had in my head.
Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our columnist, Joanne Ferguson.
Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our new columnist, Joanne Ferguson. The veteran consultant, personal coach and author will be sharing her knowledge and answering your questions in […]
Wondering how to best manage your team or grow your client list? Not sure how to deal with a particular client? If these questions are on your mind, reach out to Advisor.ca and our new columnist, Joanne Ferguson. The veteran consultant, personal coach and author will be sharing her knowledge and answering your questions in […]
(November 2006) Before adding a new member to the team it is important to take the time to assess what you really need. Be honest with yourself and your business and remember that it may take time, money and resources to find the right person. If needs are not met and you find yourself in […]
Keeping accurate records about your clients is of the utmost importance in an advisor’s practice. Client complaints are on the rise, so having proper records and documentation is the best defence if there are ever any questions about your actions. Maintaining detailed notes about your client can be of great value. If you have taken […]