Clients
How to Build Lasting Relationships with Clients
Sometimes we need to remind ourselves of one of our most valuable resources – lasting relationships with clients that span a lifetime. They are often your biggest cheerleaders and yet…
Read MoreHENRY: Your Future Best Client
Who is HENRY? HENRY stands for High-Earners Not Rich Yet, also often referred to as “affluent adults” or upper-middle-income earners. One of the key differences between HENRYs and “the rich”…
Read MoreThe Unique Challenges of Working with Affluent Clients
“The past is a foreign country,” observed L.P. Hartley. “They do things differently there.” Much the same can be said for the highly affluent—those with a net worth of $6…
Read MoreStarting a Conversation with a Prospect
Before you think about starting a conversation with a prospect be sure to do a little bit of preparation. Be very clear and self-confident in your vision, mission and culture…
Read MoreSetting Minimums to Sift Out Unqualified Clients
If you’re casting a broad net to attract new clients, you’re bound to get inquiries from prospects who, for any number of reasons, aren’t a good match. Ultimately, these bad…
Read MoreAn Attitude of Gratitude Can Help Your Business Grow
How often do you show gratitude to your clients? You may send them a card for the holidays or give them a gift at the end of a project. But…
Read MoreWhere Do You Meet Target Clients?
Photo Credit: Emily Wilson Photography Well, you did a thorough job of completing your Ideal Client Profile(s) – but then what? Rather than letting them linger deep in your computer…
Read MoreThank Your Clients
By Gail Doby, ASID CVO and Co-Founder of Gail Doby Coaching & Consulting As we stop to take time to reflect upon and give thanks for all the many good…
Read MoreDiversifying Your Business
Photo Credit: DesiLu How is your business positioned for the cycles that the economy will go through? Your financial advisor has probably talked to you about the value of diversifying…
Read MoreSetting Boundaries for Clients
You owe it to your clients to do your very best for them. You owe it to them to listen and be respectful of their needs and wishes. You don’t,…
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