Maximizing Your Communications

The turning of the calendar to 2010 presents a great opportunity to evaluate your practice’s communications to determine if they still represent your values and goals.

A recent article from Investment News columnist Maureen Wilke provides an effective checklist for the areas of the client experience advisors should pay attention to – from email templates to office furniture. Wilke reinforces crucial information about the importance of continued contact with clients, we would like to go one step further to address how to effectively update your communications.

Start With Branding Statements
The best brand statements are forward-looking and aspirational. They show ...

How You Talk to People Says A Lot

My father cultivated a regard for reputation and first impressions in me from a young age that I’m thankful for. He taught me that how you dress, how you shake someone’s hand and how you talk to people when first meeting them impacts their impression of you and there’s no changing first impressions.

I now find myself in a place where I’m relearning lessons from my youth as if they were new to me. And this past week learned a lesson about the power of how you speak to people in a less than likely situation ...