All financial advisers want to provide the best service possible to their clients and most do an excellent job. Indeed, Elevation data shows that 99% of clients would consider recommending their adviser. However, even with the best intentions, not everything goes as planned. From time to time, you may receive average or even negative feedbackContinue reading “Embracing the sting: How negative feedback can be the key to success”
Category Archives: Building Trust
Revealed: why advisers are missing a trick with VouchedFor
Brian Hill is the managing director and financial adviser at Jones Hill. Here he reveals why treating VouchedFor like a lead generator risks missing out on the bigger prize.
5 tips to turn your prospects into your clients
Depledge Strategic Wealth Management’s Andrew Day, outlines how to convert initial expressions of interest into productive long-term clients during these difficult times.
6 tips to create brilliant first impressions
Sian MacInnes shares her six top tips on how to connect with clients from the very first point of contact, making a great first impression and building lasting relationships.
Building trust during lockdown
Wayne Griffiths explains how he’s used VouchedFor to build trust and transparency into his lead generation process and why that’s more important now than ever.