Category | Practice Management

Change Phone Techniques to Reach More Clients

Financial advisers should book times to phone clients and not expect they will take a call despite being in an advice relationship, according to a marketing expert speaking at the 2017 MDRT Annual Meeting…

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· June 21, 2017 in Practice Management, Practice Marketing, Soft Skills  
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Top Tips on How to Segment Your Database and Keep the Clients You Want

Respected risk-focussed WA adviser, Mark Rando, has shared his top tips with his peers on determining which clients an advice business should focus on retaining and how they can achieve it…

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· June 14, 2017 in Conferences and Events, General, Practice Management, Practice Marketing  
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Servicing Clients in Groups Boosts Loyalty

Advisers can use group workshops to attract new clients and conduct regular reviews, a UK adviser has told delegates at this year’s MDRT Annual Meeting, claiming clients enjoy the collective experience…

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· June 4, 2017 in Practice Management