Taggart Consulting

THE VALUE OF SOCIAL CAPITAL IN FINANCIAL ADVISING

There has never been a better time to build your business than now, but you need to get back to understanding how to communicate effectively, not only efficiently, with people and clients .Too many advisers think that sending an email or an electronic newsletter does the job of staying in touch, and maybe so, but I see this as a start at best.

 

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THE ART OF CONDUCTING EFFECTIVE MEETINGS

 

Have you ever attended a meeting and thought it has been a waste of time? Or, quite the opposite, that it was very good? Why is this so?

Essentially the main reason is in the preparation and understanding of the purpose of the meeting and alternately the outcomes.

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FOUR WAYS TO IMPROVE CLIENT RELATIONSHIPS

In my previous article I discussed the importance of non-verbal communication such as proxemics haptics and so on. These important skills are paramount in the engagement process with prospective clients. Impression management is another critical area of relationship building.

 

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