Think about how much you appreciate a handwritten thank-you note. Now turn that courtesy into a regular business practice.
It’s important to show appreciation for the relationships that are crucial to your personal or business success, says Chris Kirby, senior business consultant, Securities America.
Automate your thank-you process: Have your staff prepare two complete handwritten notes each week, Kirby says, and use them to thank someone who is valuable to your practice. “When you put your thank-you system on autopilot, you’ll be amazed at how much the ‘thank yous’ come back to you and your team.”
And the notes do more than charm your clients. “Not only will clients appreciate the gesture; it will build your confidence that you are developing stronger relationships,” Kirby says.
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SER Summit co-founders Vanessa Martinez and Ana Trujillo Limón preview the professional development and networking in store for attendees next week in Denver.
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Some financial advisors are becoming enrolled agents in order to provide tax advice, helping to enhance relationships with clients.
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Industry experts say custodial firms' services have largely become "commoditized." The acquisition of Altruist opens the door for Vanguard to have cutting-edge services related to tax planning, cash sorting and more.
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More than half of the independent brokerages participating in this year's IBD Elite study declined to disclose the share of women among financial advisors at their firms. Those that did provide data have done more to advance women than many of their rivals in the independent brokerage channel of wealth management.
August 26 -
With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.
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Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.
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