Blog

Read our latest thoughts on Estate Planning, Trust Services and Mutual Funds.

Client Retention 6/17/2020

How to Handhold Nervous Clients

Bryce Sanders is president of Perceptive Business Solutions Inc. He provides HNW client acquisition training for the financial services industry. ...

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Client Retention 10/31/2019

How Clients Become Centers of Influence and Tell Your Story

In this article, Bryce Sanders reviews some of the ways that clients can use their connections to find you prospects. Bryce also lists situations w...

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Client Retention 9/16/2019

Be A Resource To Your Clients With Special Needs Children

Clients with special needs children can have many demanding needs that you may not be familiar with. Mike Zhang at familylifeshare.com has put toge...

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Client Retention 9/10/2019

Lessons Learned from Netflix in Retaining Clients

Acquiring customers is harder than retaining current ones. Analysis shows that it can cost five times more to get a new person to use your product ...

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Client Retention 8/15/2019

Protecting the Elderly from Financial Abuse

It's essential that our clients and their loved ones are protected from scams and fraud that can drastically endanger their long-term financial wel...

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Client Retention 7/11/2019

Eight Things You Need to Know About the Best College Loan

As we near the beginning of the winter college semester, your clients and their children may come looking to you for guidance on which college loan...

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Client Retention 6/25/2019

Why Customer Service Still Works

Practicing superior customer service can save you money and lead to a return on the time and energy spent even greater than that of acquiring new c...

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