全年开奖记录2020年 Financial advisers find client perks lead to more referrals

发表于:2020-04-03 14:21:56
CHICAGO (Reuters) - Half of business consultant Angie Herbers’ financial advisory clients give her a hard time for suggesting that they offer perks t【赛车飞艇开奖直播地址 】o their own customers. The other half a【2020-66期跑狗图 】re taking her advice to the bank. Golf balls are seen on the practi【惠泽社群内部提供五肖最全资料 】ce range during a practice round ahead of the British Open golf championship at Royal Lytham and St Annes, northern Eng【抓码王怎么看每期彩图 】land July 16, 2012. REUTERS/Eddie KeoghHerbers, a Manhattan, Kansas, management con【2020年24期蛇蛋图 】sultant with a high percentage of

fi【男人味稳杀二肖2017年40期 】nancial planning clients, says she believes【香港马会888504王中王 】 perks that resonate with clients are “the secret to life, the universe, and advisory firm growth. Incorporating unexpected but helpful extras beyond your financial services — such as【2020年第93期跑狗图随便说说 】 subscriptions to Kiplinger’s Personal Finance magazine, identity theft pr【2020 第15期跑狗图 】otecti【小军3d图库018期 】on or rewards programs — can get clients talking to family, friends and colleagues. “They’re not going to talk about their quarterly review at dinner, says Herbers. “They’re going to be sitting across from someone who’s complaining their debit card got stolen, and they’re going to say &l【280香港开奖现场直播马 】squo;We don

&rsq【六开彩日期表查 】uo;t have that problem because our adviser has I.D. theft protection for us.’ The concept has its de【创富发财玄机图2016 】tractors. Kent Greali【六合助手下载2020下载 】sh, a San Bruno, California, 【猪哥无敌报每期自动更新 】hourly rate investment adviser, feels it is better to charge a fair price than buy clients gifts with their own money. Yet Grealish has not forgotten being a【二四六看图解码 资料 】sked by a good client why he does not give out signature golf balls a

s his buddy’s broker does. Others say it sol【2017全年三肖六肖九肖中特 】ves a common a【6kj报码现场 】dviser challenge: Ho

w to ramp up referrals. THE ‘PERKS-UP-FRONT’ MODEL Herbers divided her client base down the middle to compare informally the referral business won by advisers who use perks with those who

don’t. Typically, an adviser may get one new referral a month for every $1 million in revenue. “We found that those who offer pe【2020年o86期班跑狗老图 】rks significantly exceed the benchmark, she says. What’s more, firms that offer perks often don’t have marketing expenses or marketing departments because they don’t really need them. Their clients do the marketing for them. Perks can be broken down into two categories: Those the adviser pays for, and those that are free, though they may require an adviser’s time. Deborah Fox, CEO and founder of San Diego-based Fox 【欲上青天览明月打一肖 】Financial Planning Network, which provides consulting services to more than 300 advisers, says her client firms have hosted wine tas【50期马经通天报彩图 】tings, dinners and golf events for clients at their own expense.【平码五肖复怎么算中 】 Another popular perk is providing c【2020一069期老跑狗图 】lients with fre【六开彩软件 】e online portals for account aggregation so they can see all of their accounts in one view. That can offer advisers the additional benefit of getting to see all of their clients’ assets, even those they do not manage. Dave Car【今期生肖最好找土木之数中特马 】uso, founding chairman and managing director of Boston-based Coastal Capital Group, which manages about $1.1 billion in assets, keeps【查2020年150期特资料 】 a circle of consultants on retainer so

clients can obtain 【2019年118期狗跑图免费资料 】free help with issues such as getting m【图库 2020年彩图 】edigap health insurance or managing cash flow. “I know they don’t say【四不像跑狗图035 】, ‘Boy, he got me 10 percent last year.’ They say, ‘I was going crazy wi

th my health insurance and he put me in touch with someone w【118图库黑白图 】ho deciphered it for me,’ says Caruso【六开彩金算盘 】. He also keeps a shelf full of his favorite books. If a client is getting divorced or starting a new busi

ness, Caruso hands him or her some 【香港马会资料同福 】helpful reading. He has picked up referrals after books were passed around among a client&r【142期跑狗彩报 】sq

uo;s family and friends. Herbers found one【世外桃园历史记录 】 【曾道人玄机资料图库 】perk that work【理财婆管家婆最快报码 】ed well acros【香港30期跑狗藏宝图 】s all firms 【六开彩生肖表2018图 】was helping clients sign up for American Express rewards programs. It costs the planner some tim【六开彩第54期开奖结果 】e helping clients apply, and he【今期买什波色 大全 】lping them understand how it works and how to redeem rewards. Clients are thrilled with the amount of free stuff they can rack up, even if they pay the

membership fee themselves. THE ‘WOW&rsqu【2016九龙图库资料大全 】o; FACTOR Clients are most likely to refer their friends and relatives when they feel personally attached to a product or service. That is why some advisers tailor their “perks to fit their in【葡京赌侠 三行 】dividual clients. “【28249挂牌藏宝图 】I put in my own time on a Saturday to sit with a cli【2019年118期香港开码结果免费提现三码特中 】ent while he shared business issues h【[闯天下三肖六码网站 】【守护幸福平特一肖图库 】e couldn&r

squo;t share with anyone else, says Fox, who in addition to consulting has her own advisory practice. “I took another clie【零前四后最稳中打一肖 】nt to lunch for her 80th birthday. She has【2015马会全年开奖记录查询站 】 also helped clients plan vacations and shop for airfare and cars. The more clients feel the “wow factor, the more likely they are to refer, says Deborah Fo【博君一肖到底是不是真的 】x. “There’s a big difference between loyal clients, which lots of firms【118图库彩图玄机图跑狗图一 】 have, and clients who are advocates. Much fewer have the latter.【安徽农村租金价格 】

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