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3 posts in April 2018

How to Serve High-Net-Worth Investors – Infographic

April 26, 2018

Download the complete whitepaper and learn simple strategies to attract, serve, and retain wealthier clients – How to Attract and Serve High-Net-Worth Investors – An Advisor’s Guide.

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Clarifying Client Communications – What They Really Want from an Advisor

April 19, 2018

Do you know how often your clients want to hear from you and what they want to know? Would you bet your business on it? It turns out most advisors would lose that bet. The client relationship is delicate. Under communicate and you could lose relevance, or worse, make clients feel unappreciated. Over communicate and…

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How About This Weather? – The Most Relevant Advisor Question

April 16, 2018

How about this weather? How many awkward conversations have you dropped that line in lately? Maybe the most clichéd conversation filler ever used, “how about this weather?”, could be the perfect way to introduce market volatility and investment diversification into your client conversations. Let me elaborate. The Cincinnati area breeds volatile weather (where we are…

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