For wealth managers, the approach to engagement and eventual relationships is completely different between the Gen-X/Y wealth holder and his/her wealthy parents.
At its core, your human capital strategy should align your employees’ motivation and performance with the firm’s goals—and inspire everyone to work cooperatively toward their fulfillment.
If you think leaving a voicemail for a client is part of an effective communication strategy, think again. Unless it's urgent news, consumers are increasingly annoyed and irritated by voicemails.
According to data provided by Vonage, there’s bee...
Columbia: “Does any one firm have an advantage when it comes to working with the affluent?” asked Donald after my keynote. Before I could respond, he threw in another question, “What do financial advisors need to know...
As we’ve often written about, success in financial services is all about relationship management linked to relationship marketing. One of the most neglected aspects of this is the client review meeting. Many review meetings are...