Know Your Client

This category contains 73 posts

White Paper: Blind Spots in the Financial Advice Process

Why traditional discovery methods lead to flawed recommendations.

Regulator Getting Into the Minds of Consumers

Behavioral finance has been given a significantly increased level of importance at a practical level with the UK regulator taking a greater behavioral finance direction in its overseeing of financial services.

Hugh Massie Presents at Genworth: Navigating Financial Personality Risks

Compelling research and behavioral finance insights illustrate how discovering your clients’ financial personality will help them to manage the risks that have a significant impact on their financial planning.

3 Keys to Get You Ahead of Your Competitors

Do you feel as though you are always running to catch up? Advisors want to deliver excellent advice, they want to see satisfied clients, and they work hard to inform themselves to be able to give this level of service. So what’s the solution?

What’s Certain is Uncertainty

As a financial advisor, you have done a good job of helping your pre-retired clients dream, define their ideal goals and manage a portfolio to achieve those goals. But that may or may not have anything to do with their reality.

Do You Really Know What Lies Beneath the Surface of Your Clients?

How can you customize your client experience when you may not even know who your client really is? Attracting new clients is all about the ability for you to quickly build trust. This involves understanding your client’s personality.

Financial Planning ‘in the Life Gap’

Three thoughts that could change the way your customers view risk.

The One Thing Women Really Want

You’ve read all the reasons why targeting women as clients is lucrative. But what is the one thing that women really want from YOU, the financial advisor?

Keys to Developing a Client-Centric Approach

If you don’t decide strongly for yourself the favorable outcome you want out of a client/advisor relationship, your success as an advisor will likely come from others’ definition of success.

I’m Listening – Let’s Talk

In the past year, has your business learned more or less about its customers? How do you know if you’re meeting their needs to boost customer engagement?

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