Customer service Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com Coaching, Speaking and Training for Financial and Investment Advisors Thu, 13 Jul 2023 11:07:30 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://labackup.vanislandweb.com/wp-content/uploads/2019/08/icon.fw_-150x150.png Customer service Archives - Leading Advisor - Simon Reilly https://labackup.vanislandweb.com 32 32 Successful Family Meetings agenda: key steps and strategies for financial advisors https://labackup.vanislandweb.com/successful-family-meetings-agenda-key-steps-and-strategies-for-financial-advisors/ Wed, 13 Apr 2022 19:28:30 +0000 https://leadingadvisor.com/?p=28691 You might lose 66% of your business if you don’t start including your clients’ children in your family meetings agenda. According to Investment News, more…

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]]> Multigenerational Client Gifting Ideas for Financial Advisors https://labackup.vanislandweb.com/multigenerational-client-gifting-ideas-for-financial-advisors/ Mon, 11 Apr 2022 23:24:28 +0000 https://leadingadvisor.com/?p=28684 When a birthday, holiday, or special occasion comes around, the thought of gift-giving may cross your mind at the last minute. Panic sets in –…

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]]> Create and Implement an Adult Children Educational & Theme Event Plan https://labackup.vanislandweb.com/create-and-implement-an-adult-children-educational-theme-event-plan/ Mon, 04 Apr 2022 22:05:05 +0000 https://leadingadvisor.com/?p=28669 Reports and studies over the years have revealed that millennials are struggling with financial literacy and money management. With trillions of dollars expected to exchange…

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]]> How to Build Loyalty with Great Customer Service https://labackup.vanislandweb.com/how-to-build-loyalty-with-great-customer-service/ Thu, 20 Jan 2022 00:32:14 +0000 https://leadingadvisor.com/?p=27603   Clients only keep their financial advisors for an average of 10.7 years. You should be aiming for a lifelong commitment from both parties that…

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]]> Best Client Gifts to Stay Top of Mind During the Holidays https://labackup.vanislandweb.com/best-client-gifts-to-stay-top-of-mind-during-the-holidays/ Mon, 06 Dec 2021 15:52:00 +0000 https://leadingadvisor.com/?p=27542 The holidays can bring equal parts of stress as they do cheer if you struggle with holiday shopping for friends, family, and clients. There is…

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]]> What Is The Best Audio For Video Conferencing? https://labackup.vanislandweb.com/what-is-the-best-audio-for-video-conferencing/ Mon, 11 Oct 2021 15:41:22 +0000 https://leadingadvisor.com/?p=26653 The following video and unedited video transcript (below) are some of the fantastic content you should look forward to watching on Simon TV in the…

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