{"id":53342,"date":"2017-11-16t07:19:17","date_gmt":"2017-11-16t12:19:17","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=53342"},"modified":"2017-11-28t12:13:44","modified_gmt":"2017-11-28t17:13:44","slug":"hb-peers","status":"publish","type":"post","link":"\/\/www.g005e.com\/2017\/11\/16\/hb-peers\/","title":{"rendered":"the client-management secrets of high performing advisors"},"content":{"rendered":"<p><em><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-53346\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2017\/11\/client-communication-social-network-of-african-american-businesswoman-depositphotos_5288959_original-424x397.jpg\" alt=\"\" width=\"424\" height=\"397\" \/>by hank berkowitz<br \/>\n<a href=\"\/\/www.g005e.com\/?s=%22financial+planning%22\">wealth\u00a0management<\/a><br \/>\n<\/em><\/p>\n<p>new research shows that high-performing financial advisors communicate\u00a0more frequently with clients than their less successful peers.<\/p>\n<blockquote><p>more berkowitz: <a href=\"\/\/www.g005e.com\/2017\/11\/20\/hb-client-communications\/\">don\u2019t be cheap or lazy with client communications<\/a><\/p>\n<p>more:\u00a0<a href=\"\/\/www.g005e.com\/category\/personal-financial-planning\/\">personal financial planning<\/a>,\u00a0<a href=\"\/\/www.g005e.com\/tag\/client-service\/\">client service opportunities<\/a>, <a href=\"\/\/www.g005e.com\/category\/marketing\/\">growth &amp; marketing<\/a><\/p>\n<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft size-full wp-image-49700\" src=\"https:\/\/4f2bur4nuye2cgakm2rm61qk-wpengine.netdna-ssl.com\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1470686574894.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/>exclusively for pro members.\u00a0<\/strong><a href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2017\/11\/16\/hb-peers\/\">log in here<\/a>\u00a0or\u00a0<a class=\"external\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/p><\/blockquote>\n<p>one of the key reasons:\u00a0they know the secrets of the most effective channels.<\/p>\n<p><!--more-->public speaking and writing books (including ebooks) are among the top three channels used by all advisors, but other channels have proven especially effective for high-performing advisors. according to\u00a0our new\u00a0<a href=\"https:\/\/www.surveymonkey.com\/r\/3qjl952\">wealth advisor confidence survey<\/a>\u2122 2017, conducted in association with\u00a0<a href=\"http:\/\/home.thefinancialawarenessfoundation.org\/\">the financial awareness foundation<\/a>,\u00a0advisors with double-digit growth expectations in 2018 are more likely than their less optimistic peers to place a high value on the following:<\/p>\n<ul>\n<li>writing articles for publication<\/li>\n<li>being quoted in the press<\/li>\n<li>blogging<\/li>\n<li>producing videos<\/li>\n<li>publishing articles on linkedin<\/li>\n<\/ul>\n<p><strong>% of respondents finding channels \u201cvery\u201d or \u201cextremely\u201d valuable<\/strong><\/p>\n<table>\n<tbody>\n<tr>\n<td style=\"text-align: center;\" width=\"193\"><strong>channel<\/strong><\/td>\n<td style=\"text-align: center;\" width=\"143\"><strong>advisors expecting to grow by double-digits in 2018<\/strong><\/td>\n<td style=\"text-align: center;\" width=\"104\"><strong>all other advisors<\/strong><\/td>\n<td style=\"text-align: center;\" width=\"78\"><strong>gap in % points<\/strong><\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" width=\"193\">writing articles for publication<\/td>\n<td style=\"text-align: center;\" width=\"143\">69%<\/td>\n<td style=\"text-align: center;\" width=\"104\">48%<\/td>\n<td style=\"text-align: center;\" width=\"78\">+21%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" width=\"193\">being quoted in the press<\/td>\n<td style=\"text-align: center;\" width=\"143\">54%<\/td>\n<td style=\"text-align: center;\" width=\"104\">30%<\/td>\n<td style=\"text-align: center;\" width=\"78\">+24%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" width=\"193\">blogging<\/td>\n<td style=\"text-align: center;\" width=\"143\">48%<\/td>\n<td style=\"text-align: center;\" width=\"104\">29%<\/td>\n<td style=\"text-align: center;\" width=\"78\">+19%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" width=\"193\">producing videos<\/td>\n<td style=\"text-align: center;\" width=\"143\">48%<\/td>\n<td style=\"text-align: center;\" width=\"104\">17%<\/td>\n<td style=\"text-align: center;\" width=\"78\">+31%<\/td>\n<\/tr>\n<tr>\n<td style=\"text-align: center;\" width=\"193\">publishing on linkedin<\/td>\n<td style=\"text-align: center;\" width=\"143\">32%<\/td>\n<td style=\"text-align: center;\" width=\"104\">20%<\/td>\n<td style=\"text-align: center;\" width=\"78\">+12%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h6><em>source: hb publishing &amp; marketing co, llc and the financial awareness foundation,2017<\/em><\/h6>\n<p>still not convinced that frequent client contact is critical?<\/p>\n<p>a\u00a0<a href=\"http:\/\/www.cegworldwide.com\/resources\/expert-team\/025-cwac-jon-powell-elite-financial-advisors-million-dollar-secrets\">ceg worldwide study<\/a>\u00a0of\u00a0more than 200 wealth advisors\u00a0found that the highest-earning financial advisors contact their top clients an average of 28 times a year (2.3 times per month). by contrast, the next most successful group\u2014those earning $500,000 to $999,999 a year\u2014contacted each client an average of just 13.2 times per year (1.1 times per month). the least successful financial advisors were even less likely to communicate with clients.<\/p>\n<p>\u201cthe fact is, today\u2019s clients greatly value regular outreach from their financial advisors\u2014and will reward those who excel in this area,\u201d concluded ceg researchers.<\/p>\n<p>so step up your game when it comes to reaching out and touching clients\u2014just don\u2019t \u201ccarpet-bomb\u201d them. our research found that hosting webinars and social media posts (with the exception of linkedin), were considered among the least effective client\u00a0communication channels.<\/p>\n<p>and while you\u2019re busy reaching out, don\u2019t forget that october is national estate planning awareness month. as my survey co-author val sabuco points out, 120 million americans (half the adults; rich to poor) don&#8217;t have estate plans. that\u2019s way too many. \u201cremember,\u201d said sabuco, \u201cour goal is to touch the majority of the general public, high net worth individuals, financial service and nonprofit professionals and their organizations at least twice a year to get (and keep) their financial, estate, and gift plans in order.\u201d \u00a0let\u2019s all do our part.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><em>by hank berkowitz<br \/>\n<a href=\"\/\/www.g005e.com\/?s=%22financial+planning%22\">wealth\u00a0management<\/a><br \/>\n<\/em><\/p>\n","protected":false},"author":2587,"featured_media":53346,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2254,2732,3120],"tags":[],"class_list":["post-53342","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-growth","category-personal-financial-planning","category-pro-member-exclusive"],"acf":[],"yoast_head":"<!-- this site is optimized with the 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