You've got a whole new year looming on the horizon. So what can you do to make your clients happy, and help improve your own personal fortunes in 2013?
The SEI Advisor Network offers the following 10 suggestions to help turn things up a notch in the New Year, and create a more client-focused business ... and create more business in the process.
Be a Marketing Maven – The battle for new clients is more intense than ever before. Advisors must look at marketing as an important strategic function and as an investment for their success and not a business expense. Those who implement a systematic and measureable marketing plan with specific programs tied to tangible business goals will best position themselves for success in 2013 and beyond.
Be a Better Listener – Clients want to feel valued and know that they’re being listened to. Advisors need to listen more intently and show clients and prospects that they’re being heard by addressing their needs and goals with actionable and understandable recommendations.