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 think they did. Speaking to advisers and practices daily, I know that most advisers out there want more referrals, and ideally, more targeted client opportunities. Yet there […]
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 during troubled times is the ability to communicate between these two worlds effectively. Invesco Global Consulting’s mission is to help financial professionals do exactly that. As we speak to financial professionals during times of market […]
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 skill to know how to simultaneously capture attention, inform, be interactive, and leave a lasting impression — it’s a demanding task. The hosting of a meeting will most likely become more […]
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 extensive research conducted in conjunction with political consultants and word specialists Maslansky + Partners, illustrates how language plays a vital role in effectively communicating an advisers’ value to current and […]
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 the foundation of all our relationships, and is the means that all humans use to connect. The words we choose not only provide information but communicate a powerful […]
‘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 gather as much sensory information as possible about whether we want to pursue a connection, a conversation or relationship. It takes seconds to gather this information and use it […]