by Patrick M. Kelly | Dec 20, 2010 | Clients, Financial Advisors
One of the keys to retaining clients and acquiring new clients is to listen effectively and ask the right questions. Many financial advisors only ask the pertinent questions necessary to develop a financial plan for each individual client. However, deepening this...
by Patrick M. Kelly | Nov 17, 2010 | Clients, Financial Services Industry
Many average sized clients are still struggling with their finances and trying to deal with a smaller paycheck or temporary loss of income. Financial advisors are trying to help their clients by liquidating some investments to make it through to the New Year. Clients...
by Patrick M. Kelly | Nov 12, 2010 | Clients
Many financial advisors realize the clients with the most investable assets usually provide them with the greatest return. Trying to market to these ultra high net worth clients is the challenge most advisors must face. There is a conference that helps advisors target...
by Patrick M. Kelly | Oct 8, 2010 | Clients, Financial Services Industry
Revenues for investment advisory firms have increased since 2009 and some advisory firms know how to stay on top. What have these firms been doing to stay on top? Making sure their clients are at ease during these tumultuous economic times. Financial advisors are...
by Patrick M. Kelly | Oct 6, 2010 | Clients, Financial Services Industry
Upscale wealth managers take on a much larger role for their clients. Many of these financial advisors focus not just on their finances, but also their family and much more. Advisors want to develop a deeper relationship with their clients partly as a retention...
by Patrick M. Kelly | Aug 30, 2010 | Clients, Financial Services Industry
[pullquote]The percentage of women who control the wealth will continue to increase over the years.[/pullquote] Most will agree that the financial services industry is a male-dominated world. So it is no surprise that women are less than happy with their current...
