Engage your clients.

Diagnosing vulnerability: best practice for financial advisers

Client vulnerability isn’t always visible. None of us wears a sign and for that reason advisors need to go deeper, listen actively, and ask the right questions to reveal what’s beneath the surface. By normalizing emotional check-ins, creating safe spaces for disclosure, and adjusting communication styles accordingly, advisors can build trust while protecting clients from poor decisions or exploitation.

Jess Trueman, head of business development at Smart Money People, examines why treating vulnerability as a rare exception is no longer possible and how a proactive, human-first approach is essential to delivering effective advice.

‍

Engage your prospects.

Ask These 4 Questions to Unlock Your Unique Value

Standing out in a crowd is difficult at best but sometimes it’s hard to know what sets you apart. If that’s a struggle for you then asking clients sharper questions about what you uniquely bring to their lives might help. By articulating your specific perspective, approach, or values and understanding how you solve real problems, you can create messaging that resonates deeply.

Maribeth Kuzmeski, president of Red Zone Marketing, explains how clear and consistent differentiation becomes the filter through which prospects choose to work with you.

‍

Engage your mind.

Most Companies Stop at Good Service — But the Real Growth Multiplier Is Something Else

Delivering an extraordinary experience is about more than offering “good” service. It requires transforming every client touchpoint into an experience that surprises, delights, and deepens loyalty. Making that happen requires a shift from transactional support to proactive anticipation, weaving personal insight and thoughtful follow-up into every interaction.

Scott Greenberg, author of the book The Wealthy Franchisee, explores the importance of elevating service into a signature experience that clients can’t imagine living without.

P.S.: What if you could make simple tweaks to your existing client conversations that would transform your clients and your business? Julie Littlechild is joining ClientWise to deliver a webinar on October 30 focused on ‘Three Client Conversations That Accelerate Growth and Engagement’. Register here.