Tag Archives for " practice management "

5 Ways to Delight Your Clients

By Dr. Jack Singer

Developing a successful business means standing out from the competition, whether you’re in finance, healthcare, sales, HR, legal services, or any other industry. One way to do that is by making your clients a part of your business’s “family” – showing that you value them as clients and as individuals. There are many ways you […]

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Capitalizing on the Female Market

By Dr. Jack Singer

It’s clear that the underserved female market represents a remarkable opportunity. But how can advisors reach out to this market and speak more effectively to female clients and prospects? Financial professionals need to understand that women need to feel genuinely cared about and valued in any relationship. They want their advisor to listen to their […]

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