Related Posts
Any book recommendations on change management?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.
Any book recommendations on change management?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
Download the Fishbowl app to unlock all discussions on Fishbowl.
Copy and paste embed code on your site

Scan your QR code to download
Fishbowl app on your mobile

Quality over quantity!! Instead of frequent follow-ups, try to shift your focus to a few meaningful interactions. I schedule quarterly reviews and send personalized market insights to each client's portfolio. They usually always respond with a lot of enthusiasm. Also, during meetings, I make sure to truly hear my clients' concerns and goals. This helps me tailor my advice and they feel like our team genuinely cares about their financial well-being.
“They don’t care what you know until they know that you care”
I post a picture of every client in my CRM and account management system so when I work on their account or call them I can visualize them,
During initial meetings I try really hard to understand their life, the challenges they have and understand how their financial plan helps them.
I pray for their difficulties… I cry when they cry and I celebrate when they celebrate…
Because I love my clients I love my job.