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How Advisors Deal With High Net Worth Clients blog banner
How Advisors Deal With High Net Worth Clients

The demands of high-net-worth clients are no small feat and can be challenging and daunting to deal with, to say the least. However, acquiring and retaining an HNW client is every financial advisor’s dream. They are a highly lucrative clientele that requires a unique and specialized approach to dealing with their wealth. An advisor can...

How to Talk About Risk Management With Your Clients
How to Talk About Risk Management With Your Clients

The coronavirus outbreak has wreaked havoc on people’s daily lives and the financial world. When it comes to their investment portfolios many tend to have a low-risk tolerance and with the unsettling economic situation with the ongoing pandemic, the word “risk” has become even more of a fearsome word for clients. However, amid these fears,...

How to Determine Your Client's Risk Capacity blog banner
How to Determine Your Client’s Risk Capacity

Determining the risk profile is essential so that you may construct a feasible financial strategy for your client’s goals. However, it should be well understood that a client’s financial profile includes their risk tolerance and their risk capacity. In this article, although we will be focusing on the latter one and why it is significant...

How to Determine Your Clients Risk Tolerance blog banner
How to Determine Your Client’s Risk Tolerance

Determining the client’s risk tolerance is not an exact science and requires you to communicate with your client. Asking relevant questions will help you determine how willing or averse they are to taking risks, you can guide them to select the best risk directive or model portfolio to achieve their goals. What Does The Word...

Effective Strategies To Deal With Difficult Clients
Effective Strategies To Deal With Difficult Clients

Every business has those clients that are difficult to deal with. These clients are usually irate, emotional, and short-tempered. Difficult clients are unavoidable in any business and while facing them, an advisor must have the temperament and patience to deal with them in a calm and professional manner no matter how unreasonable or inappropriate they...

Financial Planning Questions You Should Ask Your Clients
Financial Planning Questions You Should Ask Your Clients

To succeed as a financial advisor your focus should be more than just finance, investing, and a retirement plan. With the competition becoming fierce in the growing financial industry, you need an edge to set yourself apart from your competitors. That can be done by asking the right financial planning questions and providing your clients...

How Financial Advisors Should Engage With Female Clientele bluemind blog banner
How Financial Advisors Should Engage With Female Clientele?

The role of women in this world is changing and many choose to be still unaware of it. In 2021, the United Nations Women announced the International Women’s Day theme as ‘Women in leadership: Achieving an equal future in a COVID-19 world’ in order to applaud the tremendous efforts of women around the world for...

blog banner for advisor follow up to clients
How to Follow-up On Your Leads Without Sounding Desperate

Did you know that one of the top three reasons financial advisors fail is due to not following up on potential new clients? Having an efficacious follow-up strategy for financial advisors is necessary as it can transform your leads into prospects and eventually into satisfied clients. However, it is essential that the strategy you choose to...

financial advisor building trust through transparency
Six Ways to Build Client Trust by being Transparent

With advisors increasingly being held to higher standards, it is imperative for them to be transparent in order to build trust with their clients. In fact, regulators in the financial services industry continue to stress the importance of greater transparency in planning relationships. It is therefore imperative that advisors always strive to be fully transparent...

Six tips for engaging clients on their terms
Six Tips for Engaging Clients on their Terms

Client Engagement Series #3 It might seem logical that the more contact you have with your clients, the happier they will be with you. But too-frequent contact can be overwhelming, especially if it is not meaningful or relevant. The quality of anything you send to your clients is far more important than quantity. The old...

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