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.
-
Nearly two-thirds of advisors surveyed this month said that internal training programs or workshops were offered by their firms.
5h ago -
The 260 advisors in Huntington's wealth unit will now turn to Ameriprise for brokerage, advisory and insurance services previously provided internally.
9h ago -
Even though advisors doubt it will pass, California's proposed billionaire tax is already reigniting residency and wealth planning conversations.
February 6 -
Financial advisor Drew Boyer turned an accidental acceptance from a fire chief into a successful niche serving firefighters and police officers.
February 5 -
Private equity-backed M&A activity has steadily risen. Owners may do great in a sale, but what about advisors lower in the organization?
February 5 -
With unfounded rumors spreading that Osaic was about to buy its rival Cetera, a Texas-based headhunting firm started calling advisors to see if they wanted to move. Other industry recruiters say that crossed an ethical line.
February 5




