Client communications

These two platforms can help give your practice a boost.

These two platforms can help give your practice a boost.

Consider customer referrals, a strong media presence and philanthropy.

Consider customer referrals, a strong media presence and philanthropy.

Full-service planning allows for a bigger impact, but a niche approach may mean more objectivity.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

Asking outright can be tricky and uncomfortable; use these market strategies instead.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Forget mass mailings; instead, try the personal touch.

Forget mass mailings; instead, try the personal touch.

Clients often have unrealistic expectations and approach this big decision more emotionally than financially. These talking points can help advisers field the challenging conversation.

Use a creative approach and make sure the gathering is “authentic.”

Use a creative approach and make sure the gathering is “authentic.”

Bequests, endowments and other gifts demand expertise beyond traditional tax and estate help.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Focusing solely on finances isn't a good prescription for a happy retirement.