Category:Client Relations Archives - Seven Figure Firm | Seven Figure Firm
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Ideal Clients

Building the Foundation to Reach your Ideal Clients

If I were to ask any financial advisor what they believed set them apart from other field professionals, most would likely say client experience. However, if I were to ask…

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Newlyweds

Financial Planning for Newlyweds

Do you have a client who is about to take that big step down the aisle? Or have they recently tied the knot? Newlyweds have a unique experience, as they…

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Childcare Costs

Help Clients Cut Childcare Costs

This will come as a surprise to nobody — having kids is expensive. Especially when you consider childcare. A 2016 study found that the majority of Americans spent more than…

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Small Business Owners

Steps to Landing Small Business Owners as Clients

According to a study done by The American College, 6 out of 10 small business owners have not consulted with a financial advisor. And 3 out of 10 of these…

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Helping Clients

Five Steps to Helping Clients Talk about Money

Talking about money is second nature to financial advisors. But to the average Joe finances can make even the most relaxed person cringe. Clearly talking about finances is our business….

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questions

Seven Questions You Should Be Asking

We’ve talked about the importance of strong communication skills as well as the value of clients and prospects perceiving you as a good listener. To assure you’re really getting to…

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overspending

How to Talk to Clients About Overspending

In our last post I talked about the four factors that lead to overspending. Today I want to tackle the best ways to approach conversations with clients who are indulgent…

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overspend

Four Factors That Lead to Overspending

We’ve all seen it—the client who appears to be living large. But once you peel back the layers, you see they are not living a sustainable life and are usually…

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Mistakes

5 Mistakes That May Cost You Clients

When I reflect on why I chose this career, I did so because I want to help people enhance their lives while achieving financial stability. I’d say that most advisors…

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debt

Emotional Approach to Helping Clients in Debt

Stats have shown that Americans have reached a rather alarming financial milestone: consumers now collectively have the most outstanding revolving debt — or known as credit card debt — in…

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