NAIFA's Advisor Today Keyword(s)

 E-mail   Print  Share

Articles about Customer Service Practice Management

  • Caring Staff=Loyal Clients
    May 2010
    Get your staff to treat your clients right and you’ll have clients for life.

  • Go Slow—Become Friends
    December 2006
    Good relationships will help you build referral partnerships, win more clients and bring them back time and time again.

  • Setting Service Standards
    September 2006
    A key step is to give your staff specific customer-service goals.

  • Understanding Your Report Card
    June 2006
    You asked for client feedback, and you got it. Now it’s time to analyze the results.

  • Keep Your Clients Front and Center
    May 2006
    Leadership is the key to providing great customer service for your clients.

  • A Little More Conversation
    May 2006
    Understand your clients’ needs better by letting them do the talking during the factfinder.

  • New Business? Or Now Business?
    April 2006
    Instead of chasing new business, focus on your current clients and watch your business grow.

  • Timely Connections
    December 2005
    Webpage monitoring tools can keep you up-to-date on your clients and centers of influence.

  • Thank You Very Much
    December 2005
    You send out thank-you notes, but what about those super clients who deserve an extra touch?

  • The Un-Sale Sale
    September 2005
    Success is about finding out what someone needs and designing a way to make it happen.

  • Six Secrets to Stellar First Impressions
    May 2005
    Make those first seconds with your prospects count with these tips.

  • Clients Forever
    March 2005
    Advisors with near 100-percent client-retention rates share eight of their secrets of success.

  • The Customer Is King
    February 2005
    He is a valuable commodity and should be treated as such.

  • Handling High Risk Clients
    April 2004
    Clients who are too risky can be a drain on your business—here’s how to rein them in.

  • Megatrends
    December 2003
    Speed, flexibility, security and privacy will change they way you do business. Are you ready for the challenge?

  • Relationship Is Key
    February 2003
    Middle America wants sound advice from someone it trusts.

  • Is Anybody Listening?
    May 2002
    Keeping your ears—and eyes—open when a client is speaking pays big dividends.

  • 1-800-SAPP
    February 2002
    Lowest rates ever? Not so fast! Those 1-800 quote services are lacking in, well, service.

  • Getting and Keeping Customers
    September 2001
    You need to adopt a high-tech, high-touch approach if you want to attract new clients and successfully manage your existing customer base.

  • Attitude Is Everything
    November 2000
    It may not be what you say, but how you say it.



Conference Newsletter


Contact Us   |   Reprint Permission   |   Advertise   |   Legal Notices   |   Join NAIFA   |   Copyright © Advisor Today 1999-2014. All rights reserved.

AT Blog
Product Resource
Digital Magazine
NAIFA