The Elements

July 29th, 2014

5 Ways to Improve Communication with Clients

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5 Ways to Improve Communication with Clients

Research tells us that one of the most common reasons for clients jumping ship to a new advisor is due to lack of communication; yet many firms don’t have a formal communication plan in place. The number of ways to communicate with clients has transformed over the past decade – from a traditional mailing or […]

July 22nd, 2014

Show Your Appreciation – Happy Clients are Loyal Clients

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Show Your Appreciation – Happy Clients are Loyal Clients

  How often do you let your clients know you appreciate them? Well-rounded client appreciation is not accomplished by hosting a once-a-year gala. Rather, carefully plan a process to ensure each client event, large or small, will strengthen your client relationships. Managing your client’s financial affairs is just a fraction of earning long-term trust and […]

July 15th, 2014

Struggling to Find Good Talent? How Veterans Can Add Value to Your Financial Firm

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Struggling to Find Good Talent?  How Veterans Can Add Value to Your Financial Firm

  While struggling to find and retain good talent a client recently asked me, “How can I attract veterans to apply for positions at my firm?” I thought what a great question! And wondered how many financial advisory firms have a military-friendly process in place to captivate the attention of our military veterans. Veterans have […]

July 8th, 2014

How Gen Y Can Shape Up Your Advisory Firm – Hiring & Managing a Multigenerational Workforce

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How Gen Y Can Shape Up Your Advisory Firm - Hiring & Managing a Multigenerational Workforce

Remember the kids who took selfies all the time and thought it was cool to pucker their lips in every picture they took?  Guess what? Many of them are ready to enter the real world and their resumes will be landing on your desk. It really isn’t as scary as it sounds, most have matured […]

June 18th, 2014

How Job Descriptions Increase Effectiveness at Your Financial Firm

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How Job Descriptions Increase Effectiveness at Your Financial Firm

Job descriptions are one of the most effective communication tools for employees, managers, human resource personnel, and prospective employees.  Creating and updating job descriptions provide consistency and clarity for everyone involved. New hires and seasoned employees will understand what is expected of them, how their role contributes to firm goals, and when and how they […]

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Latest Blog Article

5 Ways to Improve Communication with Clients

Research tells us that one of the most common reasons for clients jumping ship to a new advisor is due to lack of communication; yet many firms don’t have a formal communication plan in place. The number of ways to communicate with clients has transformed over the past decade – from a traditional mailing or […]

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