An acquaintance recently told me about an experience at the dentist. While performing her root canal, her new dentist revealed that he’d always wanted to be a marine biologist. Needless to say, that revelation didn’t make my friend feel any better about the procedure she was undergoing. Can you blame her?
About Nicole Coulter
Nicole Coulter is an award-winning business writer and author of Secrets of Successful Client Events. To join Nicole’s practice management strategy discussion group, please send an email to riawriter@hotmail.com.
27 Personal Facts You Probably Don’t Know About Your Clients
May 16, 2012 By Leave a Comment
In a recent blog post, I listed 29 financial questions to ask new clients or prospects. Those questions give you solid awareness of your clients’ assets and financial picture, and form the basis for your estate planning efforts.
The Art of Capturing Your Clients’ Other Assets
May 14, 2012 By Leave a Comment
So, your client survey reveals that your clients are very satisfied with your communication level, service and performance. And you learn that they would gladly refer you to their friends. So why is it that despite valuing your service they aren’t consolidating all their assets with you?
The Shocking Truth: What Surveying Your Clients Can Teach You
May 7, 2012 By Leave a Comment
The other day I received a phone call from the Gallup Poll. Hoping for a rare chance to express my abundant political views, I answered the phone eagerly. Surprisingly, however, and just as nice, it was a customer satisfaction survey from my bank. I recently visited the branch to make a rather large deposit and interacted briefly with the teller. My “visit” apparently triggered an automatic survey mechanism.
The 3 Hardest Client Questions – (And How to Answer Them)
May 2, 2012 By Leave a Comment
You dread them, but you know you’re going to hear them – eventually, if not regularly: the “hardest” client questions. What are they?
You Do What? One Advisor’s Simple Tip For Being Productive
May 2, 2012 By 1 Comment
“I have always kept a handwritten calendar with codes for all I do throughout the day so I can review as needed to see how productive I have been or hold myself accountable.” Carol Rogers, Rogers & Co. – St. Louis, Mo.
Panic! Client Passes Away and the Heirs Lash Out
April 30, 2012 By 1 Comment
29 Financial Questions You Need to Ask Every Prospect
April 25, 2012 By Leave a Comment
Over the years, advisors have shared with me how they build rapport with prospects in a first meeting. Obviously, making a strong first impression is critical to winning trust and establishing a professional relationship that is built to last.
