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Customer Development and Service

Investment advisers and financial planners must develop strong relationships with their clients. Trust between the adviser and client is as indispensable as the products, services, and financial advice provided by the adviser's firm. High performance contributes to the development of strong client relationships. Satisfied existing clients are the adviser's best form of advertising and new referrals. Developing new clients while maintaining satisfied existing ones grows the business.

How to Segment Your Clients
Segmenting your book of clients is a great way to improve service, profitability and grow your bottom line.

Grow Your Financial Services and Wealth Management Practice in Uncertain Times
This is an article about how to grow your financial services or wealth management practice during uncertain economic times. The financial markets tend to reward optimism over the long-term.

5 Ways Financial Advisors Can Improve Their Email Marketing Campaigns
How financial professionals can improve email marketing campaigns online

The Dow Gold Ratio
This is an article about the Dow Gold Ratio. If you're looking for information about the gold-to-market or Dow Gold Ratio, you've come to the right place.

Straight Talk From a Top Financial Planner
This is an article about certified financial planners and how they work. If you're looking for information about how to become a financial planner or how to build a financial planning practice, you've come to the right place.

Financial Advisors and Alternative Assets
Financial advisors must learn more about alternative investments. Many clients invest in alternative assets. Learn about any of your customer's concerns about securities markets and financial assets.

Use Cold Calling To Jump Start or Supplement Your Client Development
This is an article about cold calling techniques and prospecting for new financial services clients. If you're looking for information about cold calling techniques, you've come to the right place.

Securities Loans
Mortgage loan practices of only a few years ago have changed to protect lenders and homeowners. Self-employed clients may seek financial advisor input about refinancing and using traditional or conventional mortgage products.

Beyond Twitter: Financial Services Firms Use Mobile Technology to Grow Business
This is an article about how financial services firms are using mobile technology, apps, and proprietary platforms to attract new customers while maintaining an existing customer base. If you're looking for information about financial services firms and mobile technologies, you've come to the right place.

'Tis The Season To Give
Recap of gifting vehicles for advisors.

Morgan Stanley Allows Chairman's Club Producers To Use Social Networks
This is an article about how financial services firms are allowing financial advisors to use social networks like LinkedIn, Twitter, Facebook, AdvisorTLC, and others. If you're looking for information about financial advisors and social networks, you've come to the right place.

Is Tax Season Your Best Season?
Consider how well your tax preparation services serve customer's needs. Plan your business structure and resources to meet client's needs. CPA firms are financial advisors. Proactive consideration of client's needs makes your service golden with clients.

Keep In Touch With Current Clients and Get More Referrals
This is a review of AdvisorTLC, a resource used by financial advisors to communicate with current and prospective clients.

Talk to Your Clients About Risk
Discussion points to evaluate risk tolerance.

Maintaining the Benefits of a Will and Estate Plan
This is an article about helping your client properly name beneficiaries according to an estate plan or will. If you're looking for information about estate planning, you've come to the right place.

Generate Free Sales Leads
How to generate leads for free in financial services.

Interest Rates and Inflation
This is an article about inflation and interest rates. If you're looking for information about inflation and interest rates, you've come to the right place.

How To Make Money in Financial Services
Make money in financial services by identifying, then satisfying, customer needs.See submissions

Philanthropic Planners and Advisors
This is an article about philanthropic planners and advisors. It is part of a hub article about the types of different financial advisors.

How to Generate Even More Sales Leads
People do business with other people. They like to do business with friends. If you've selected to wear the mantle of professional financial advisor, you're probably friendly. Some of the most successful financial advisors make a habit of helping others. They don't hire airplanes to drop thousands of business cards on a sports stadium or...

Investment Consultants
This article is about investment consultants. It is a part of a hub article about the types of financial advisors.

Certified Public Accountant
This is section of a hub article about financial advisors.

Private Banks and Bankers
This is an article about private banks and bankers. It is part of a hub article about the types of financial advisors.

Legal Financial Advisors (Attorneys and J.D.s)
This article is part of a hub article about the types of financial advisors.

Steps To Financial Independence
Steps To Financial Independence

Multifamily or Family Offices
This is an article about multifamily or family offices. It is part of a hub article about the types of financial advisors.

Certified Financial Planners (CFP®)
This article is part of a hub article about the types of financial advisors.

Insurance Brokers and Agents
This article is about insurance brokers and agents. It is part of a hub article about types of financial advisors.

Stockbrokers and Investment Brokers
This article is about stockbrokers and investment brokers. It is part of a hub article about different types of financial advisors.

Registered Investment Advisors (RIAs)
This article is about investment advisors. It is part of a hub article about types of financial advisors.

Talk to Your Clients About Risk
Discussion points to evaluate risk tolerance.

5 Prospecting Ideas for Financial Advisers
Prospecting activities are critical to maintaining a healthy financial services practice. It's common to get caught up with the work involved in managing clients and forget to prospect. Here are a few ideas to get you started.

How to Keep Former Clients in the Loop
Past clients can be great sources of referrals, feedback, and future business. If your relationship ended on a positive note, don't neglect this important audience.

How to Attract Women Clients
Women are becoming a growing niche market for financial professionals. In order to attract and retain women clients, financial advisers must understand their needs and position themselves to take advantage of this underserved market.

Understanding Your Clients’ Biggest Fears
Helping clients through their financial fears can be one of the best ways to establish trust and build a strong relationship.

3 Reasons Why Your Clients Aren’t Ready for Retirement

Serving the High-Anxiety Client
Become a trusted advisor by helping clients manage anxiety and navigate turbulent market conditions.

Why Hispanic Investors Are the Next Big Thing
Hispanic investors are a growing demographic that successful financial services firms are making a priority to serve.

3 Easy Ways to Deepen Client Relationships
Use these three simple tasks to deepen relationships with HNW clients without taking up a lot of time.

Are You Missing Out on Client Charitable Giving?
Many advisors misunderstand their clients' motivations for charitable giving.

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