Saturday, December 6, 2008

"Pack a house with nervous clients?"

You can help your clients--and yourself--by addressing their financial fears.

In "Pack a house with nervous clients?", Matthew Homann of the [non]billable hour blog suggests that you offer clients a free financial seminar to which they can invite a friend. Don't sell at your seminar, but distribute a helpful handout and encourage them to pass it along.

This sounds like a win-win situation for you and your clients. As Homann says, "Your clients (and their hand-picked referrals) will appreciate the information, and look to you as their advisor in times of need."

Thank you, legal writer June Bell, for pointing me to this website!

Susan B. Weiner, CFA
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Copyright 2008 by Susan B. Weiner All rights reserved

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