If you’re not connecting with your clients, it can lead to miscommunication issues. To make that connection stronger, it can help to determine your clients’ communication styles. Here are four distinct styles of communication:
Are You a Vision-Caster or a Creator?
We don’t all make things the same way. I’ve noticed two distinct personalities: the vision-caster and the creator. Here’s what each one means, and how you can optimize each one to improve how you run your business.
5 Things That Successful Financial Professionals Do Differently
We’re more alike than unalike. However, there are a few key attitudes and practices that set successful financial professionals apart from the rest. Let’s take a look at five of them.
5 Tips for Breaking Up with a Client
When you run into a tough situation with a client and decide that it’s not worth it to continue the relationship, it may be time to break up. And that’s okay. But how you handle the break-up is important. Here are some ways to help it go smoothly.
Level Up Your Client Communications
As financial professionals, I think we sometimes struggle with client communications. We miss out on opportunities to build a connection with them. So, let’s level up our communication game. Here are some ways to do that:
Why You Shouldn’t Forget About Your Clients’ Health Care
If you are meeting with prospects and clients and not talking to them about their health care in retirement, you may be missing out on a big sales opportunity. Here are a couple ways you can bring it up.