|
|
 |
Deliver the "Ultimate Client Experience".
Earn encores from your clients.
Serious advisors understand the importance of delivering superior client service. This section of EncoreAdvisor.com gives you letters, campaigns and tools for delivering our version of world class service - the "Ultimate Client Experience". We'll show you how to:
- Customize our monthly letters to touch your clients more frequently and effectively
- Use our wealth profiling tools to segment and service your best relationships
- Turn your clients into advocates of your practice who give you more qualified referrals
- Capture additional assets and sales opportunities
|
Client and Prospect Handholding Letters - October 2008
Rob Brown
I have received a number of requests from members of EncoreAdvisor.com to write another client handholding letter; this coaching session contains a Word document you may download and mail merge with your client list. There is a second version for use with your best prospects. As current market conditions persist, the need to offer reassurance to your clients and reach out to your prospects remains vital. . . . keep reading
|
Client Surveys: Are you making the grade?
Rob Brown
Allowing your clients to grade your performance is an essential step in delivering the "Ultimate Client Experience". A simple client survey can show you where you shine as well as point out areas in need of improvement. This coaching session gives you a simple formula for conducting a client survey. . . . keep reading
|
How to Reconnect with Lost Clients
Rob Brown
Even the most successful financial advisors lose top clients from time-to-time. Therefore, your former client list could be a good source of future relationships. This coaching session takes you through a straightforward process for recapturing these past relationships and includes a "Lost Client Letter" to get you started. . . . keep reading
|
Five Ideas for Improving Your Client Newsletter
Rob Brown
Member question: "I recently ran an informal poll of my clients, asking if they read and enjoyed my monthly newsletter. The results were dismal. They don't read my newsletter and rarely look at the other stuff I send them. I'm spending a lot of money for my newsletter service. How do I get them to read it?" This coaching session answers this question by offering five simple ideas to improve your client touches. . . . keep reading
|
How to Use an Efficiency File to Improve Your Quarterly Reviews
Rob Brown
Many financial advisors take client meetings for granted. They allow the routine nature of these appointments to get in the way of timely preparation. Yet, well-orchestrated quarterly reviews remind your clients of your top notch service and strengthen your team and practice management approach. This coaching session reviews six simple steps to ensure successful reviews by truly 'teaming' with your assistant. The toolkit attached to this coaching session contains a sample agenda, client letters, a key findings sheet and an efficiency file checklist. . . . keep reading
|
Eight Tips for Successful Meetings
Rob Brown
As a financial advisor you are almost by definition in a leadership role. Regardless of whether you work for an investment advisor, major firm, regional boutique, or independent broker-dealer, you are in charge of your own destiny. You are responsible for finding clients, managing clients and creating an efficient practice with various team members. This invariably means you are involved in many client and team meetings. This coaching session offers eight tips for making your meetings more successful. . . . keep reading
|
Don't Let Negativity Creep into Your Practice
Rob Brown
Negativity casts a wide net. Don't get trapped. Keep focused on the things that matter most to your team and clients. This coaching session also contains four handholding letters you can use with your clients or prospects. . . . keep reading
|
Ultimate Client Experience:Add to Your Clients' Summer Reading List
As summer vacation season gets under way, you and your clients will probably be heading off for beaches, mountains and other far away places. This may make it more difficult to stay in regular contact. As a way of saying thank you for their business so far this year and to give them something special to remember you, send your best clients a book. . . . keep reading
|
Leadership Corner:Three Wealth Management Essentials that Grow Revenues
Rob Brown
If you have a leadership role in the financial services industry, you're probably spending a lot of time on wealth management issues. As an executive, manager or coach, you need to turn these issues into revenue growth. And this does not mean re-inventing the way your advisors do business. When done properly, you should almost immediately develop new business. This article contains three ideas that will help your advisors turn several wealth management essentials into higher revenues. . . . keep reading
|
Using Telephone Etiquette to Save Time and Improve Client Care
Rob Brown
The way you answer or don't answer the phone can leave a lasting impression on your callers. Although voicemail is not for everyone, it can be a good tool when used properly. This coaching session walks through some of the pros and cons of voicemail as well as offers tips for improving your telephone etiquette. . . . keep reading
|
Client Communication Ideas that Pay Big Dividends
Rob Brown
Client communication should not be an accident. It needs to be delivered consistently and in many different formats. When it's done well, it pays big dividends. This coaching session contains an update of our popular client communication planning tool, with letters, campaigns and tools for each month of the year. . . . keep reading
|
How to Easily Build Handwritten Notes into Your Ongoing Client Care Routines
Rob Brown
This coaching session addresses the importance of writing handwritten notes; they are critical for bringing personal attention to your top clients. With today's flood of emails, websites and instant messages, handwritten notes are a welcome relief. Almost everybody enjoys receiving a personal card or letter. This activity is central to delivering the ultimate client experience; it can be easily accomplished with a little preparation and planning. . . . keep reading
|
|
|
|
|
 |
|
 |
In this uncertain investment climate, are your PROSPECTS more eager to hear your ideas?
|
|
|
|
|
Show Survey Results
|
|
|
 |
| "Benefits to working with Rob Brown and EncoreAdvisor.com: vacation in Hawaii, 2 family vacations this year and a new car. Great tools to grow your practice."
Ron - CPA, CFP
RIA
Omaha
"I can't tell you how much insight I am getting from your website. Specifically, I like the fact that I can email questions and you respond so quickly."
AR
Wealth Advisor
Scotia McLeod
"Robb, I had to call. I just finished one of your Web Classes, it was AWESOME! You share practical ideas and then give step-by-step ideas on how to make it work. The ideas from this class alone are worth the price of membership. You need to raise your prices."
Greg - CPA/PFS, CFP
Wealth Manager
California
"Thanks to one simple idea, I have done more business in the last 8 days than I did over the 4 previous months."
Laura
Raymond James
Florida
"Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine... Making the ideas actionable is key!”
Dennis
Morgan Stanley
Alabama
"I have found my one year membership to be one of the best business investments I have ever made. Your structure and content are marvelous."
John
Independent Rep
New York |
|
|
About this Site
