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!


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Susan B. Weiner, CFA
Check out my website at www.InvestmentWriting.com or sign up for my free monthly e-newsletter.
Copyright 2008 by Susan B. Weiner All rights reserved

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