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Performance Press

Engendering and Honoring Client Trust

Engendering and Honoring Client Trust

Trust is the foundation of a financial advisor's relationship with his or her clients. Without it, how can you build a long-lasting connection and deliver advice and guidance that will help people achieve their personal and financial goals? The recently released John Hancock Trust Survey sheds some light on the close bond that people share with their advisors. Among a list of [...]

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By Anthony Lam | June 28, 2012 | Client Relationship Management
Building an Organization

Building an Organization

Employees who decide to start on their own entrepreneurial journey often try to do everything required in running a business while starting up.

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By Norm Trainor | June 04, 2012 | Business Management, Resource Management
Write Tweets Your Followers Want to Read

Write Tweets Your Followers Want to Read

Once entrepreneurs set up their social media accounts, the next challenge is figuring out what to say. How do you determine what your followers, connections and fans want to hear in your tweets and posts? What do you do to turn readers into engaged clients and prospects? Do you pay attention to your ideal clients' values and goals, and cater to their interests in your content? A study [...]

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By Shauna Trainor | May 22, 2012 | Brand Management
Delegate to Technology to Improve Client Relationships

Delegate to Technology to Improve Client Relationships

Social media websites have given consumers a voice and power previously limited to corporate public relations departments and major news organizations. Now, anyone with an internet connection can share a positive or negative consumer experience with the entire world. This transformation has impacted customers' expectations for how companies serve them and respond to their needs.But do not view [...]

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By Anthony Lam | May 03, 2012 | Client Relationship Management, Resource Management
Dripping On Your Pipeline

Dripping On Your Pipeline

Have you ever seen the impact a leaky faucet can make on a bar of soap? After a while, the small drops of water can leave a significant dent in the soap bar. That same effect can be seen when marketing to prospective clients through a slow but steady flow of email communications, phone calls, articles, events and other promotional efforts.It's likely you have quite a few prospects in your sales [...]

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By Shauna Trainor | May 01, 2012 | Brand Management, Effective Sales Strategy
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