You’re scanning the local paper and see your client, a home inspector, is being sued. Your client’s likely embarrassed and may not want to discuss the matter. How do you bring it up delicately?
Friends can make great clients. But somewhere between the prospect and client stages you’ll probably need to overcome several objections.
Making staff on retreat can provide learning and team-building opportunities. Plus, employees will feel rejuvenated after time away from the office, which can increase productivity levels.
We provide tools for better client communications.
The vast majority of Canadian financial advisory clients think you’re worth what they pay you. So says Advisor Group’s 2013 Salary Survey, which checked in with a sampling of both clients and advisors from coast-to-coast. Yet, while clients appear comfortable parting with cash for services rendered, other portions of the survey reveal they may not realize how much they shell out.
How to tell clients you’re worth what they pay you.
Break down specific product costs.
Your client doesn't have a clue what you’re talking about. What now?
Regulators do not yet require it, but some may want to start
Make sure you communicate effectively with every client.