Nerd's Eye View
APRIL 30, 2024
Troy is the Founder and CEO of Oak Harvest Financial Group, an RIA based in Houston, Texas, that oversees approximately $750 million in assets under management for about 1,000 client households.
Nerd's Eye View
JULY 13, 2023
Establishing successful client relationships as a financial advisor relies on good communication skills not just to present information persuasively and with confidence, but also to establish client rapport that allows meaningful and engaging relationships to be built.
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Million Dollar Round Table (MDRT)
JULY 10, 2022
By Mike Beirne, MDRT Round the Table editor Try these ideas from the 2022 MDRT Annual Meeting speakers about referrals, communications and marketing. One of the reasons good clients don’t give referrals is they don’t know what we’re looking for. Before prospecting, identify what your ideal client looks like in detail.
Don Connelly & Associates
OCTOBER 2, 2023
A survey by YCharts in December 2019 found that clients didn’t feel engaged and wanted more personalized communications. That’s a direct threat to the strength of the advisor-client relationship. The post How to Bring Back Face-to-Face Meetings with Clients appeared first on Don Connelly & Associates.
FMG
SEPTEMBER 16, 2022
While presentations and town hall meetings still have their place in today’s event landscape there are better ways to host memorable client events. First, let’s talk about some of the benefits of hosting a client event , and then we will cover some creative ways to get your clients and their families involved. Social Events.
Million Dollar Round Table (MDRT)
APRIL 30, 2023
By Bryce Sanders Financial advisors need new clients. Many agents and advisors announce they only add new clients through referrals. You cannot call clients and insist they send you referrals. When I was a financial advisor, I sat next to another advisor who called a client and said, “You haven’t sent me any referrals lately.”
eMoney Advisor
FEBRUARY 9, 2023
If you are looking for opportunities to grow your business, expanding your services to clients at all stages of the financial planning lifecycle creates new opportunities for you to reach those households in search of professional advice. Starting Out clients are typically focused on beginning to build wealth.
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