Andrew Sobel

10 questions you should ask each of your clients, every year. You don’t have to necessarily ask them all at once. #advisors

Use these lists in conjunction with each other as you decide where to invest and how to optimize your client portfolio. #advisors #clients #business

Competition, commoditization, client sophistication, and transparent markets mean that few services can be truly differentiated in their own right.

What are the essential roles of a client relationship manager? And what skills does he or she need to possess in order to fulfill these roles?

There are many things you must do well to succeed in business, but today let’s just focus on one essential strategy. #business #success

For your next client meeting, what’s your value-for-time strategy? How will you leave your client wanting more? #advisors #success

Here are six strategies that will amplify the serendipity in your professional life. #business #success #serendipity #advice

Here is a brief list of some idea generation techniques and sources that may be helpful to you in developing your own ideas for clients. #idea

While many factors influence whether or not a relationship grows, you and your team can have an enormous impact on the trajectory that it takes.

​You need to carefully monitor the warning signs that a relationship is or will shortly be in danger. #relationship #business #success

Whether you work with a large firm, or have a one-person business, these principles will help you identify avenues to grow your revenues.

A key secret to keeping clients for life has to do with treating old clients like brand-new clients. #business #relationships

Clients usually just vote with their feet and don’t explain to you why they are not giving you any more business. #business #relationships

Mind share measures the extent to which the client mentally gravitates towards you and your firm. #business #mindshare #success

If someone is nasty, argumentative, vindictive, mean, etc.–stay away from them. Don’t engage them. #business #leadership #bears

One of the greatest accolades you can receive from a client is the declaration that you are an authority in your field. #authority

Here are nine strategies that will help shorten your sales cycle. #sales #business #performance #success

Here are eight ideas for dealing with clients who are unresponsive. #financialadvisors #business #entrepreneurs

Can you find or create new opportunities to help your clients and customers? #business #financialadvisors #marketing #success

Clients say they want new ideas from their advisors. But how do you come up with those new ideas? #ideas #innovation

When you first meet someone, your questions have three overlapping goals. #financialadvisors #conversations #prospecting

The basic principles that lead to successful business development don’t change whether you are meeting in person or are on a video conference.

Empathy is the ability to sense other people’s emotions, and also imagine what they are thinking and feeling. #financialadvisors #empathy

In transcendent relationships, you have a deep commitment to a shared purpose and values that transcends the day-to-day.

Try some of these techniques in your conversations with clients. They may well help you to have deeper and more interesting discussions.

Empathy is the ability to understand and share another person’s feelings and emotions. It is essential to building good relationships. 

Remember that a difficult period like this is often the crucible through which deeper richer relationships are often formed #clients #friends #family

You stay in touch with clients even if you’re not earning fees adding value and acting like a trusted advisor through thick and thin. #success

The Three Proven Keys to Establish Rapid Rapport

You May Be Developing Too Many Relationships​

Thought-Provoking Insights on How to Lead

Know more about your client than anyone else. Learn more about their business, organization, and issues than any of your competitors