Client acquisition

Loerzel August podcast screen
Daniel Hood
August 10, 2020 10:49 AM

Tamera Loerzel and Jennifer Wilson of ConvergenceCoaching return to look at external issues that the coronavirus pandemic has raised for accounting firms in terms of dealing with clients, revamping services offerings and more.

1 Min Read
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Tobias Salinger
June 2, 2020 2:00 PM

The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.

1 Min Read
Wealth management firms boost stech spend during coronavirus pandemic 5/14/20
Jessica Mathews
May 15, 2020 12:00 PM

New digital tools have boosted advisors' ability to reach more — but not all — clients.

2 Min Read
Art Kuesel
April 21, 2020 9:00 AM

You can still reach out to prospects even in the midst of the coronavirus pandemic.

3 Min Read
Charles Paikert
March 30, 2020 5:02 PM

Many advisors are seeing a surge in inbound calls, while carefully crafting messages to attract still more.

2 Min Read
Ann Marsh
By Ann Marsh
March 26, 2020 6:15 PM

Too many advisors push clients “to do things, rather than listening and empathizing and inspiring them,” says the founder of the Kinder Institute for Life Planning.

7 Min Read