Christine LaLiberté, CIM, FCSI, is senior investment advisor, director, private client group at DundeeWealth (renamed HollisWealth as of November 2013). Her clients are mostly business owners, retirees or those nearing retirement. About 70% of her clients are between ages 55 and 70.
Cold calling prospects is never easy.
Once you see a client is satisfied, ask for a referral sincerely and respectfully. Do it face-to-face so you can read your client’s body language and sense of how comfortable they are with you.
If you’re not taking advantage of social media sites like Facebook, LinkedIn and Twitter, you might be living in a cave.
Many advisors are familiar with the growth plateau, but aren’t quite sure why their business is flatlining, let alone how to break through these barriers and resume business growth.
Your assistant handles many vital functions, and truth be told, the whole operation would probably grind to a halt without their help. But their value can go well beyond filing, faxing, and note taking.
Getting good referrals can be tricky, but is key to building your business. Richard Peterson, managing partner of MarketPsych, says the referral process can be broken down into five categories.
Five things advisors won’t get from most people without asking
We’re committed to making your practice better, so all this month, we’re delivering you a daily tip.
Due to the continued growth of mobile Internet usage and the torrent of apps and platforms being produced, consumers are increasingly looking to online reviews and websites to find trusted businesses and services, according to the 2012 Local Consumer Review Survey.