Mindful Listening—Meeting Your Clients in the Present Moment
“The greatest compliment that was ever paid to me was when someone asked me what I thought, and attended to my answer.â€Â  –  Henry David Thoreau
The frequency with which we do things in an inattentive manner in our daily life is simply astonishing. From driving a car to interacting with a client or a prospect, way too
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Digital Interaction Critical in Adviser/HNW Client Relationships
The digital component of the adviser/client relationship has become a critical factor in the quality of that relationship, particularly for affluent clients, says one industry expert.
i-Impact Group Founder,
Claudio Pannunzio
Commenting on the results of a recently-published survey, President of US
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SEO ignorance costing advisers
Financial advisers are missing out on lucrative business opportunities by failing to properly employ search engine optimisation (SEO), a communications veteran believes.Â
Understanding how an adviser ranks online is fundamental to staying on top of the
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