Planning and Advice

Dollars, sense and (client) sensibilities

This year, for the first time ever, we’ve surveyed clients as part of our Sixth Annual Dollars & Sense Survey to get their take on your service. The numbers are in and there is some good news to report, but unfortunately there’s also a world of disconnect between the ideals you espouse and the reality […]

By Deanne Gage |August 11, 2007

4 min read

It’s all about SERVICE

The results from our Sixth Annual Dollars & Sense Survey are in. Every year we survey advisors to learn what you earn, to see how the industry changes from year to year and to find out about your practice challenges. This year, for the first time ever, we also took time out to talk to […]

August 11, 2007

2 min read

Your service scorecard

(August 2007) The best clients understand what you are doing, they appreciate the service you deliver and they see the value in your relationship. They have long-term perspectives and they don’t evaluate the relationship based on investment returns or short-term market fluctuations. That said, these clients are also more likely to use rigorous criteria when […]

By Tom Hamza |August 9, 2007

3 min read

How do you earn trust?

(August 2007) Is today’s client growing more skeptical about financial advice? What are their emotional hot buttons? We often think we know what clients worry about. The best way to find out, though, is by asking them. Our firm conducted client surveys in January 2006 and again in June 2007. The objective was to gauge […]

By Shawn O'Brien |July 30, 2007

4 min read