In the May issue of Financial Planning magazine, I discussed how client perceptions may have changed over the past three years. I use the term Client 2.0 to describe this more-cautious and aware buyer, and offered thoughts on how you can better connect using an evolved Client Communications 2.0 plan. I spoke with several smart, accomplished advisors and industry consultants such as Ed Jacobson, Steve Saenz, Carol Anderson and Amy Mullen to hear their comments. There was way too much information to fit into the magazine pages – but I didn’t want to leave it on the cutting room floor, so I am bringing it to you via The Marketing Maven blog.
Based in Sioux City, Iowa, Dr. Don Heilbuth has a Doctorate of Education in Adult and Higher Education, a Master of Arts Degree in Counseling, Guidance and Personal Services, and a Bachelor of Science Degree in Business Administration and Psychology. He decided to become a financial advisor, 29 years ago, and apply his teaching and counseling skills to help people with their money matters. “It was either that or join become a minister,” he says.
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