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Client Relations

Are your client relations set up to build strategies to improve the management of client portfolios? Latest news and information for Wealth Managers.

10 LinkedIn Signals Advisors Can Use to Nurture Relationships
Jun 30, 2014
If your prospect or COI has a LinkedIn account, you should connect with them. Period. Not only does it enable you to learn heaps of information about your prospect, it creates additional touch points.  These creative points of contact help...
The Insurance Gap
The Insurance Gap
Jun 25, 2014
An overlooked and underserved area of the client financial plan
Seven Digital Strategies for Wealth Managers
Jun 09, 2014
Digital technologies offer rapid, intuitive, 24/7 support for clients, but the wealth management industry has been slow to adapt, according to Boston Consulting Group’s 2014 Global Wealth report...
Q&A: Pershing's Jim Crowley on Changing Industry Dynamics
Q&A: Pershing's Jim Crowley on Changing Industry Dynamics
Jun 06, 2014
Pershing’s Chief Relationship Officer and a Managing Director, Jim Crowley, talks to WealthMangement.com on how client needs are driving change within the broker/dealer space, how firms should respond and the impacts of increased regulation...
Are You Doing $1,500 Per Hour Activities?
Are You Doing $1,500 Per Hour Activities?
Jun 04, 2014
Dallas:  “I know our team’s not really efficient in how we work,” Jan began as we walked to the lunch line, “We do a really good job for our clients and, I think I know what you’re going to tell me, but it&rsquo...
Dealing with Client Incapacity
Dealing with Client Incapacity
Jun 02, 2014
Every financial planner will face clients who develop some mental incapacity during their relationship. As we age with our clients, we will deal with this issue with more frequency. I'd like to offer both a medical and a financial planning...
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