Most RecentMost ViewedMost LikesBusiness case study: Why Anne Graham sees her role as that of a life coach Taking the time to really get to know your clients can be a prudent way for advisers to get ahead. What is an adviser’s true capacity? If you can help more clients and make more money, why wouldn't you? It's the vibe If clients today are accustomed to receiving personalised and exceptional "experiences" from their service providers, surely they'll expect the same from their adviser. We don't buy what we don't understand Let me ask: have you ever had a client seem eager at first but then disappear? How to maximise the value of your Financial Planning business to prepare it for sale Find out the inside tips from our expert I'd like to invest in the automatic dog feeder from China When a risk-averse client expresses a sudden interest in Chinese pet supplies, it's time to ask a few questions. Hearing what's unsaid Terry Bell shares the latest insights from the CATScan Client Satisfaction Survey. Become a member to access. Get with the program Australian clients consistently rate their adviser’s communication in the bottom two out of nine KPIs. What's stopping you from reaching out? What to do if a referral isn’t right for you Like many advisers, when I first started, I wanted to help anyone who crossed my path. When was the last time you reviewed your review (process)? The review is the perfect opportunity to demonstrate value for fees paid – why, then, do clients often rate it so poorly?