Maureen Wilke is the president of Wilke and Associates, Inc and an industry known practice management consultant and marketing specialist who works closely with financial advisors to help them take their practice to the next level. She is the author of The CONNECTED Advisor training programs for financial advisors and a contributor to many industry publications. See her LinkedIn profile.
The summer months are an ideal time to conduct client beneficiary updates.
Updated beneficiary details are so important and so often ignored that you will be providing an extremely valuable — and much appreciated — service by bringing this matter to your clients' attention.
The death of Michael Jackson underscores the importance of clients' having updated wills and financial plans. You can capitalize on this heightened awareness to be sure all of your clients' financial documents are updated and that their beneficiaries are correctly identified.
This month has been focused on events that bring your best clients together, provide a networking opportunity in a difficult economy and generate new prospects.
Summertime is coming up quickly and you know you want to hold client events, however you don't have the staff or budget available in the past. How can you create events that will impress clients and gain referrals?
We constantly hear from advisers who want to start a simple birthday card mailing program, but then get too busy to execute the plan. The same thing happens with client events.
To communicate with both ends of the client spectrum, top advisers employ technology to make processes predictable, sustainable and repeatable
Clients are anxious and likely to bolt. A study last fall by wealth analyst Russ Alan Prince found that 81% of those with $1 million or more in investible assets plan to take money away from their current adviser.
If you have just come back from the InvestmentNews Retirement Summit, you are probably thinking about how to let clients know you are a resource for their retirement needs.
