Clear communication enhances client engagement. That may be obvious, but many advisors persist (inadvertently, I'm sure) in speaking jargon with clients.
Entries in client engagement (4)
The stock market dropped 5% yesterday, wiping out gains for the year. While this is bad for portfolios, it doesn't have to be bad for your client relationships.
Building on what we learned from our think tank, some principles for designing a referral marketing strategy.
The first of a series of posts on an industry think tank on client engagement I facilitated in conjunction with FPA Business Solutions 2011