7 things no one tells you about keeping clients engaged:<\/p>\n\n\n\n
My best tips from hundreds of calls with advisors<\/p>\n\n\n\n
(1) The Panic-Free Portfolio
\u21b3 Clients don’t panic when they know their portfolio is stable.<\/p>\n\n\n\n
(2) Automation Isn\u2019t Impersonal
\u21b3 Used right, it strengthens client relationships.<\/p>\n\n\n\n
(3) Frequent Updates, Less Fear
\u21b3 Keeping clients updated makes them media resistant.<\/p>\n\n\n\n
(4) The Human Touch
\u21b3 Simple, direct messages make clients feel important.<\/p>\n\n\n\n
(5) Education Reduces Alarm
\u21b3 Teaching clients about the market cuts down on worried calls.<\/p>\n\n\n\n
(6) Stories Matter
\u21b3 Co-creating clients’ financial narratives deepens relationships.<\/p>\n\n\n\n
(7) Your Confidence, Their Calm
\u21b3 Your confidence spreads; it keeps clients steady.<\/p>\n\n\n\n
PS Mastering these makes you the advisor everyone trusts.<\/p>\n\n\n\n
My favorite is number 3.<\/p>\n\n\n\n
What is your favorite or what would you add?<\/p>\n\n\n\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
7 things no one tells you about keeping clients engaged: My best tips from hundreds of calls with advisors (1) The Panic-Free Portfolio\u21b3 Clients don’t panic when they know their portfolio is stable. (2) Automation Isn\u2019t Impersonal\u21b3 Used right, it strengthens client relationships. (3) Frequent Updates, Less Fear\u21b3 Keeping clients updated makes them media resistant….<\/p>\n","protected":false},"author":2,"featured_media":7311,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[140],"tags":[61,51],"class_list":["post-7310","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-media","tag-advisor-tips","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7310","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7310"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7310\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7311"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7310"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7310"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7310"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}