Client relationships: Top Story
Abboud: Cash (flow) is King
Robert Abboud / December 01, 2009Managing client cash flow is an overlooked yet crucial part of financial planning that can help you drastically increase your practice's revenues.
More from Client relationships
Improving retirement income decisions
Cindy D. David / February 01, 2010How can advisors help clients be better prepared to choose? Let’s start with the qualifying information needed to make this key decision.
Maximize retirement income choices
Cindy D. David / February 01, 2010Clients on the brink of retirement face a crucial decision on the income they’ll receive for the rest of their lives, if they’re lucky enough to have a pension.
Holmes-Winton: Debt's not a dirty word
Stephanie Holmes-Winton / January 21, 2010Over the last nine years, I think I’ve become pretty effective at getting my point across with my clients when I talk about debt. However, it has become somewhat automatic for me.
Covering expatriate employees
David G. Tompkins / January 01, 2010Terminating work agreements with employees who have been sent overseas represents a huge investment and responsibility for many employers.
Winning clients on the soccer field
Stephen Verbeek / January 01, 2010As much as we seek the Holy Grail to building a successful book of business, the truth is none exists.
Estate planning for the incapacitated
Akua Carmichael / January 01, 2010In Canada and around the world people today are living longer. But higher life expectancies can be a mixed blessing. As we age, we face the possibility of myriad health challenges, including dementia and other forms of mental incapacity.
How advisors can convey value
Advisor's Edge Staff / December 21, 2009Advisors did a lot of hand holding in 2008 and 2009. And it’s been worth it. The worry’s fading for clients and advisors are able to show the advantages of sticking to the plan. Participants in our 2009 Dollars & Sense roundtable had these thoughts about recent shifts in client relationships:
Clients rate their advisors
Advisor's Edge Staff / December 21, 2009While most clients like working with sociable advisors, friends aren’t what they’re seeking when they shop for advisors. Every client we spoke with was clear they wanted a strictly professional relationship with the advisor, no different from a physician or an accountant.
Don’t make friends with clients
Michael Berton / December 21, 2009Sandra called out of the blue and wanted to see me again. I cringed, guessing what she would be coming for.
Knowing what your clients want
Alison MacAlpine / December 21, 2009Knowing what clients want is the key to unlocking more successful relationships and building a stronger financial planning practice. The trouble is, chasing client desires through different market environments can make the most seasoned advisor’s head spin.
