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Summary: This time we hear from Evelyn Zohlen, president of Huntington Beach, Calif.-based Inspired Financial. She recalls her choice to focus her practice on women in life transitions, and how one client confirmed she had made the right decision.
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Summary: The question advisers should ask themselves, then, is: What is the best possible future I can envision for myself, my practice and my team? If they understand the answers and stick with the right plan, they should end up taking the right consistent actions.
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Summary: Smart professional firms and sellers adopt a variety of tactics to overcome this with the core principle being to nurture the relationship with high potential customers over time. Each interaction – be it a call, a meeting, a useful article clipped and sent, or an email newsletter – is designed to add value to the customer/prospect and to strengthen the relationship. Done well, these approaches have a huge payoff.
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Summary: For many years, comprehensive wealth advisers have been providing financial plans for clients. While each adviser has their own process they walk clients through, the specific processes are likely a bit similar.
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Summary: Back office IT security is an unsung modern-day hero. When things go right, it runs in the background, practically invisible. But, when something goes wrong, the failure could result in irreparable damage to the firm’s reputation, legal and enforcement costs and potential loss of clients.
