Libby Dubick
Libby Dubick is president of Dubick & Associates Ltd., a marketing consulting firm for advisers and financial services firms. Connect with her on LinkedIn.
Libby Dubick is president of Dubick & Associates Ltd., a marketing consulting firm for advisers and financial services firms. Connect with her on LinkedIn.
With the holidays closing in, New Year's resolutions seem to be in order.
Done right, a client survey can help you retain clients, generate referrals and build your business.
Although the numbers vary based on who is doing the reporting, there is no question that the Panic of 2008 has led to the Migration of 2009.
Every successful financial services practice must build and maintain a professional network. At a minimum, this group of trusted professionals can supply you with information and be a resource for your clients.
Most financial advisers assume that every prospect follows a similar buying pro¬cess: recognizing a need for financial guidance, becoming aware of potential advisers, considering a smaller number and then choosing one — a progression known as a “buying funnel.”
The prospect of doing client reviews in the wake of the market's performance over the last three quarters is nothing short of dispiriting.
Despite the challenges faced by today's physicians — the soaring cost of malpractice insurance and declining insurance reimbursements are just two — doctors remain one of financial advisers' most sought-after niches
