LATEST INSIGHTS
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The Importance of Authenticity
How financial professionals can establish rapport and trust with clients by conveying authenticity.
What Your Clients Need Now
In a reopening economy, the ways to WOW your clients are evolving.
Mental Health Habits to Cultivate and Share
The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.
The Art of WOW: Meeting Your Clients’ Unstated Needs
Create meaningful connections with clients by seeking to surprise and delight them through unexpected actions.
Build Your Ideal Business in Three Phases
A three-phase plan to identify clients who energize you, envision your future business, and test and implement changes to your day-to-day practice.
Back to Basics: Three Steps to Reinvigorate Your Client Relationships
Making meaningful connections with clients is the foundation of any successful practice – particularly during times of crisis.
The Spirit of WOW
Capturing the spirit of WOW requires going beyond thoughtful gestures to meet the unstated needs of clients.
The Art of Storytelling
Michael Futterman, Head of Knowledge Labs® Professional Development, discusses the art of storytelling as a guest on the podcast “Becoming Referable.”