Client Loyalty

Client Loyalty

Julie Littlechild Dispels the Cult of Satisfaction

My Practice
 Printer-Friendly Version [email_link] by Stephen Wershing, Client Driven Practice This will be the first of a series of posts on sessions from this year’s FPA Experience, held last ...
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The Hidden Value Driver in Your Business

Dan Richards
 Printer-Friendly Version [email_link]   Recently, I hosted a luncheon roundtable for top performing advisors. Among the topics was what determines the value of an advisor’s business. First I ...
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The Surprising Way to Deepen Client Relationships

Dan Richards
 Printer-Friendly Version [email_link]   A lot has been written about how to increase client loyalty, and certainly I’ve made my own contributions to that body of work. Despite ...
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The Magic Question For Growing Your Business

Advisor Collaboration Synchronicity
 Printer-Friendly Version [email_link] Here’s a simple idea to help you build a great business: Every time you need to make a decision about your business, ask yourself “How ...
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How to Turn a Down Market into Client Loyalty

My Practice
 Printer-Friendly Version [email_link] During the last month stock market have dropped and gyrated; some days by a whopping 5%, and in the case of many clients, wiped out ...
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New research from Harvard Business Review: “Focus on relationships is costing you money”

Dan Richards
 Printer-Friendly Version [email_link] The past 10 years has been called the “relationship decade.” In industry after industry, the focus has shifted from selling products to meeting clients’ needs, ...
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