{"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> <a href=\"\/\/www.g005e.com\/2017\/11\/16\/hb-peers\/#more-53342\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2017%2f11%2f16%2fhb-peers%2f&amp;t=the+client-management+secrets+of+high+performing+advisors'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) 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href=\"mailto:?subject=cpa%20trendlines%20:%20the%20client-management%20secrets%20of%20high%20performing%20advisors&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2017\/11\/16\/hb-peers\/\" title=\"email this: the client-management secrets of high performing advisors \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"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>\n<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>\n<\/blockquote>\n<p>one of the key reasons:\u00a0they know the secrets of the most effective channels.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2017\/11\/16\/hb-peers\/#more-53342\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  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href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2017%2f11%2f16%2fhb-peers%2f&amp;title=the+client-management+secrets+of+high+performing+advisors&amp;summary=by+hank+berkowitz%0d%0awealth%c2%a0management%0d%0a%0d%0a%0d%0anew+research+shows+that+high-performing+financial+advisors+communicate%c2%a0more+frequently+with+clients+than+their+less+successful+peers.%0d%0amore+berkowitz%3a+don%e2%80%99t+be+cheap+or+lazy+with+client+communications%0d%0a%0d%0amore%3a%c2%a0personal+financial+planning%2c%c2%a0client+service+opportunities%2c+gro'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on 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class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":2587,"featured_media":53346,"comment_status":"closed","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","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v22.6 - 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