8 articles from
How to ask for a referral without damaging the adviser-client relationship
It’s an astounding fact that almost 90% of advisers did not ask for one referral from any of their clients in the past year – even though many...
Helping clients focus on their long-term picture during uncertain times
Financial professionals are the critical link between the clients’ world and the vast financial system. What often distinguishes financial advisers...
Helping clients focus on their long-term picture during uncertain times
Financial professionals are the critical link between the clients’ world and the vast financial system. What often distinguishes financial advisers...
Avoid these four traits to win clients virtually
Whether it’s with a sole client, a large internal team, or external stakeholders, holding effective and engaging meetings is an art form. It requires...
Communicating your value
Invesco Consulting has been working to understand the language of value, cost and their intrinsic link in financial advice for more than two decades. Our...
Advice clients seeking growth, not "risk aversion"
Choose your words wisely Communication is one of the most important tools we have. It gives us the ability to exchange information with each other, it forms...
'It's all in the eyes' when pitching potential clients
Virtual meetings mastered: The Core Skills Our brains are hardwired to connect with other people; we are social beings. We rely heavily on our ability to...
'It's all in the eyes' when pitching potential clients
Virtual meetings mastered: The Core Skills Our brains are hardwired to connect with other people; we are social beings. We rely heavily on our ability to...