The Elements

August 11, 2015

Client Surveys – 6 Ways You Can Go From Good to Great

Categories: Blog, Business Development, Client Database, Operational Effectiveness

Client Surveys

  Client surveys are a critical component of your overall business plan and should be incorporated into your marketing plan as well. Your surveys measure satisfaction or dissatisfaction with services you offer your clients. Client surveys should be designed to determine your clients’ vital needs as well as building and deepening your personal relationships. The […]

August 19, 2014

Gung Ho on Client Segmentation to Improve Satisfaction, Relationships, and Retention

Categories: Blog, Client Database, Client Segmentation, Operational Effectiveness

Client Segmentation Strategies Need to Evolve With Clients

  Client segmentation is one of the first steps advisors can take towards greater efficiency and ultimately improved profitability. Because a segmentation project can be daunting, many advisors don’t segment clients beyond traditional metrics; grouping clients together based on assets under management and revenue provided to the firm. Financial advisory firms that have taken the […]

July 29, 2014

5 Ways to Improve Communication with Clients

Categories: Blog, Client Database, Communication, Human Element, Operational Effectiveness

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 […]

May 8, 2012

Client Management Databases-Use Them To Your Full Advantage

Categories: Blog, Client Database, Operational Effectiveness

Capturing information about your prospects and clients should involve more than just names and email addresses.  The amount of detail you collect is crucial for successful prospecting and developing meaningful relationships that go well beneath the surface (which ultimately results in client retention).  Client databases will provide you with a plethora of information to increase […]

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