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You are here: Home / Archives for Client Service

The Touch That Gets Clients Talking About You

Posted on: 01.09.17 By: Erin Tamberella

The Touch That Gets Clients Talking About You

Horsesmouth Editor's Note:  For the last 10 years, Horsesmouth has been bringing their readers the Top 10 most popular articles of the year during the holiday season. From more than 500 articles published in 2016, advisors rated this article as the #3 article of the year.  At Executive Read More >

The Most Important Question in Retirement Planning

Posted on: 04.08.15 By: Erin Tamberella

The Most Important Question in Retirement Planning

What is your clients’ #1 fear in retirement? Outliving their income. And what variable has the largest impact on whether or not they will outlive their income? Life expectancy. Your ability to successfully plan for your clients’ retirement is largely dependent on how well you can estimate their Read More >

3 Easy Steps To A Superior Client Service Model

Posted on: 02.05.15 By: Erin Tamberella

3 Easy Steps To A Superior Client Service Model

Clients are much more likely to leave their advisor for lack of service than lack of performance.  Although we’ve all heard this statistic many times before, it’s easy to lose sight of it when in the midst of a market like we’ve experienced this year.  Now may be the time to carefully consider your Read More >

Risks That Must Be Addressed When Developing A Retirement Plan

Posted on: 08.29.16 By: Rick Wright and Erin Tamberella

Risks That Must Be Addressed When Developing A Retirement Plan

Financial planning as a profession is undergoing a meaningful change in focus.  Traditionally, retirement was the key goal for planners while working with clients, frequently with additional goals for educational expenses, family legacy, etc.   As the baby boomer generation approaches and enters Read More >

Transitioning From Social Contact to Business Prospect

Posted on: 11.05.13 By: Erin Tamberella

Transitioning From Social Contact to Business Prospect

  Most financial advisors are involved in some sort of networking and/or social prospecting endeavor as a component of their overall marketing strategy. The million dollar question then becomes how to make the transition from social contact to viable business prospect. My clients have found Read More >

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Library Categories

  • Client Service (5)
  • Ghostwriting (1)
  • Networking (1)
  • Practice Management (5)
  • Prospecting (6)
  • Referrals (5)
  • Systems Development (15)
  • The Mental Game (4)
  • Time Management & Organization (4)

From the Library

  • 2019 Halftime Report
  • 7 Strategies for Using a Book to Market Your Business
  • Retiring FAs Need Time & A Plan To Transition Successfully
  • Are You Making Any Of These 8 Costly Sales Mistakes?
  • How To Use The Japanese Kaizen Philosophy To Grow Your Business In 2018
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