In addition to our normal responsibilities and services, we financial advisors also provide a level of expertise that can create a lot of future value but often gets forgotten since it falls outside the scope of our standard services. This includes everything from responding to a crisis to solving problems before they negatively impact your […]
How do you keep track of the important nuggets of information that you uncovered during a client meeting? When you promise to address a topic at the next meeting, how do you make sure you remember to put that topic on the agenda? Do you create tasks for yourself so that you’ll be reminded later? […]
Whether you’re shopping for the holidays or looking for a way to brighten up your client’s ordinary Tuesday morning, giving gifts is a great way to show appreciation while strengthening that relationship. Gifts can be an opportunity to remind your client that you value them and that you’re committed to providing exceptional, personalized service. If […]
