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MANAGING THE RELATIONSHIP: AUDIO PODCASTS

Recent articles

Your Clients Will Go Where You Lead Them

In times of fear and uncertainty, clients will look to you for positive reinforcement. Be a fearless leader.
Manage Client Expectations

You can't control the markets. You can only control your clients' reactions to the markets.
Running Time: 1:47
The Little Girl and Her Father

A story about trust - Hold your client’s hand tightly as you walk him or her toward their goals. It’s not enough that they hold your hand. They may let go in tough times. It’s up to you to hold onto them.
Running Time: 1:44
The Birthday Call

I’m sure you call your clients on their birthdays. Here’s a great idea to inject fun into the call.
Running Time: 0:27
Are You Asking the Right Questions?

By asking the right questions, you will get the best  answer from your clients so that you can provide them with the results they are seeking.
Running Time: 2:54
Building a Business of Trust

You can't demand trust, you have to earn it. Clients need to believe that they can rely on you to do what you say you're going to do and not lead them astray. Until you gain a client's trust, they will be hesitant to do business with you and follow your lead. 
Running Time: 4:41
Can Trust Be Established Early? - (AskDon)

There are instances where you can establish trust and open the account very early in the relationship, but those instances are few and far between.
Running Time: 2:01
On Financial Stress

Who gets more stressed in this economy, women or men?
Running Time: 1:49
Put the Client Before Yourself

If someone needs something, get it.
Running Time: 0:53
Keep Your Client's Goals in Mind

Urge your clients to invest now and take care of themselves first.
Running Time: 2:11
Handling the End of a Relationship

How should I follow up with a client when I receive an ACAT form?
Running Time: 10:15
On Customer Service

Disney is not Disney by accident.
Running Time: 1:34
There is No Free Lunch in This Business

Slow and steady wins the race.
Running Time: 0:13