Ignore online complaints at your own risk!
August 25, 2011 by Jake Simms
With the explosion of social media, a disgruntled customer can damage a financial services firm overnight. But there is a fix.
Read the rest of this entry »
August 25, 2011 by Jake Simms
One ‘safe’ place clients can park cash
August 4, 2011 by Jake Simms
Many clients are wary of putting their money in the market these days – and that can be an opportunity for savvy financial advisors.
Read the rest of this entry »
4 keys to saving a client ready to bolt
June 21, 2011 by Jake Simms
Simple mistakes can cost you a client. The key is how you try re-establishing the trust factor.
Read the rest of this entry »
The No. 1 problem financial firms face
May 24, 2011 by Jake Simms
After the subprime mortgage meltdown, TARP, etc., maybe the news shouldn’t be surprising:
Read the rest of this entry »
Spotting ‘problem’ clients from the get-go
April 26, 2011 by Jake Simms
Many financial services pros won’t turn away a potential client. Be careful: That approach can cost you.
Read the rest of this entry »
Boost client relations with this crucial skill
March 4, 2011 by Jake Simms
Clients (and prospects) have many expectations. But come up short in this area and you may lose business:
Read the rest of this entry »
Seeing retirement on a month-to-month basis
December 17, 2010 by Jake Simms
Companies encourage people to save by telling them, “You’ll have a million dollars if …”
Read the rest of this entry »
3 mistakes when trying to win over a client
October 19, 2010 by Jake Simms
You know you can’t just walk in and expect prospects to end a relationship with a competitor and sign with you right away.
Read the rest of this entry »
