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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In a series of webinars and journal articles, two lawyers and a financial planner are leading a collaborative discussion about how estate planning professionals can better serve African American clients and, in turn, all customers.
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As college costs rise, some clients who fear their children taking on early debt make too much to qualify their children for aid, but not enough to pay for school outright.
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September 17 -
Brokerages applaud a new rule that will relieve them of the obligation to monitor advisors' side gigs such as driving for Uber or bartending. But regulators say they still have plenty of obligations to monitor outside business activities.
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A new Vanguard and Escalent survey finds advisors are still using AI mostly for administrative tasks like meeting notes, even as firms plan to pour $1 trillion into the technology globally this year.
September 17










