Archive | Client Engagement

Your Comeback Plan

Things have changed. They have changed for you and they have changed for your clients. And that raises some important questions. Exactly how have your clients’ needs, challenges and expectations changed? (They have.)How should those changes impact your client experience? (They will.)What is the risk of doing nothing? (It’s real.) The problem is this. If […]

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Demonstrating Client Leadership

CE-eligible program As the economic and health crisis in 2020 has taken hold, advisors have been forced to answer a set of critical questions in order to provide meaningful leadership and guidance. What do clients need and how that has changed? How is that change impacting clients? What can advisors do to support clients in […]

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