The Four Seasons cares about delivering high-quality service and the clients can tell they care. If your clients can't say the same about you, consider putting a service plan in place.
A senior executive at a major PR firm recently told me that thought leadership is dead
Summer is just around the corner — a time when many financial advisers hold client appreciation events.
Before calling a financial adviser recently, I checked out his website, as I always do to prepare for an interview.
More than their friends, portfolio managers or corporations, investors trust their brokers or financial advisers, according to the first annual U.S. Financial Services Trust Barometer, sponsored by the Edelman public relations firm.
If you would like to use an effective communications technique to win over prospects, retain your best clients and inspire trust, tell a story.
During the worst of the market meltdown, surveys showed that three-quarters of high-net-worth investors were ready to jump ship and find a new adviser.
Every successful financial services practice must build and maintain a professional network. At a minimum, this group of trusted professionals can supply you with information and be a resource for your clients.
The prospect of doing client reviews in the wake of the market's performance over the last three quarters is nothing short of dispiriting.
Despite the challenges faced by today's physicians — the soaring cost of malpractice insurance and declining insurance reimbursements are just two — doctors remain one of financial advisers' most sought-after niches
