| Be confident with my clients and offer new ideas |
| Raising assets |
| Get back to basics. Getting in front of more people than in 2008. |
| Continue to educate clients and help them (same as before) |
| Review goals and providing realistic expectations to clients. Renew marketing to prospects. |
| Be proactive in seeking new business. |
| Provide clients messages with confidence and comfort to look to the future. |
| Contact clients and update their plan |
| Stepping up marketing. |
| Spending time with clients and redoubling efforts to talk with prospective clients. |
| Being a stable voice for my clients. |
| Getting in touch with all my clients. |
| Communicate often with existing clients |
| Communication with clients |
| Ramp up marketing to gain market share |
| Actively talking to clients and prospects. |
| Listening to clients |
| Offer more advice and cut costs |
| Contact clients and prospects |
| Seek sure things |
| Training staff |
| Keeping in constant communication with clients |
| Communicating with clients on a regular basis |
| Tell our story |
| Marketing |
| Making people aware of alternatives to the market |
| Talk to clients. |
| Increase client contacts |
| Continue communicating with clients that we both have been here before and survived along with promoting the use of alternative portfolio solutions. |
| Maintaining an aggressive approach to client and prospect communication and maintaining my marketing budget. |
| Market to other professionals -- asking for referrals. |
| We have had frequent communication with clients and have responded quickly to their concerns and kept a positive, though realistic, attitude. |
| Bring clients on board who see the need for a different approach due to the financial crisis |
| Communicating constantly with our clientele, even if just to say “hello” and chat about how poorly the Lions did this year! |
| Talking to existing clients more via letters, calls, and notes. |
| Staying in touch with clients on constant basis |
| Looking into the benefits of ETFs and similar investments to have a unique approach, and also learning how to apply options strategies to help reduce risk and bring in cash flow. |
| Goal setting for working with non-profits and reviews with existing clients |
| Personal calls and frequent updates. I am also talking more about planning services. |
| Staying calm |
| Better prospecting for new clients |
| Focus more closely upon client cash flow planning for the next several years. |
| Offer solutions. |
| Constant client communication |
| Plan to begin marketing efforts (print/seminars) in Feb |
| Contact clients |
| Remaining positive |
| Review overall objectives |
| Prospecting |
| Emphasize more planning services to existing clients |
| Provide additional education to my clients. |
| I am hiring additional staff and cutting costs in other areas. |
| Keeping clients aware with relevant articles and correspondence. |
| Borrow low cost money |
| Communicating more, to more clients and prospects, through more channels of communication. |
| Stick to long term financial principles and goals and inform clients of these fundamentals |
| To hold people's hands and take the emotions out of investing. |
| Reach out to existing clients as much as possible while continuing to try and recruit new clients. |
| Being proactive in the communication process with clients and prospects alike |
| Systematize marketing and planning |
| Implement new marketing and management |
| Not lose my head |
| More marketing, more variety of services |
| Keeping in touch with my clients. Assuring them that the world is not coming to an end. |
| Respond to client concerns quickly |
| Financial planning for retirement income needs |
| Staying in touch with clients |
| I hired a marketing firm to get exposure to new clients |
| Help client developing a defensive strategies |
| Find opportunities that have not been of this magnitude for many, many years. |
| Economic seminars describing what happened. |
| Communicating more with clients |
| Following up on every opportunity to expand services to my existing clients |
| Contacting each client that has investments with me and offering to review/update their current financial plan. |
| Staying in touch with clients |
| Give clients a perspective on the market and pointing out the buying opportunities for purchasing of new shares and reinvestment of dividends. |
| Attract new clients, educate |
| Not panic!!! |
| Pro-active client communications |
| Market new loss protection programs |
| Contacting all my clients more often and prospect more directly. |
| Promote my practice more and hopefully roll out financial planning services that can help increase income derived from current clients and help with retention, while also attracting new clients who will also use my investment advisory services |
| Additional communication |
| Monitor, rebalance and inform |
| Client communication |
| Personally talk to prospects & clients face to face. |
| Focus on drilling into existing relationships for additional sales opportunities. |
| Trying to get all clients to focus on reality and develop a long term plan for their unique situation. |
| Provide more direct contact with existing clients |
| Focusing on a recovery strategy. |
| Communicate with my clients |
| Offering comprehensive financial planning for all clients as part of our AUM fee |
| Marketing, extra service & value to clients, cutting expenses, revamping & making systems more efficient in office |
| Keeping in constant contact with my existing clients. |
| Making sure all expenditures are appropriate. |
| Trying to stay abreast of the latest and communicating with my clients. |
| Communicate with clients and revisit financial plan and ask for referrals |
| Stay in touch with clients |
| Trying to look at alternative investments for clients and do client reviews |
| Maintaining that contact, asking for referrals |
| Remaining available and making contact with my clients to reassure them |
| Stay connected with all my clients in the bad time. |
| Expand financial planning services |
| I need to increase the involvement of existing clients in financial planning. |
| Reposition assets |
| Be proactive in client acquisition |
| Staying in contact with my clients and looking for a good defensive 3rd party investment advisor to help me manage clients monies in the future chaos still to unfold. |
| Client contact |
| Working harder and prospecting more |
| Stress financial planning. |
| Keeping in touch with existing clients |
| Keep in touch with clients. |
| Be in touch with clients and prospects. |
| Updating plans |
| More calls and more frequent communications, and trying to get them to update their financial plans |
| Reallocation |
| Reexamine existing financial plans presented |
| Listen to balanced information so I don't panic along with my clients. |
| Ask more questions |
| Marketing the crisis |
| Spending more time with clients and communicating in more ways |
| Reach out to clients more frequently. |
| Keep in touch |
| Looking for opportunities |
| Continued contact with clients |
| Frequently communicating with everyone. |
| Add more staff. |
| Trying to focus clients on what they are in control of and do that. Also making sure I redo their projections to see who actually needs to make changes. |
| Increasing marketing expenditures |
| Increase my marketing exposure. |
| Be more proactive |
| Stop offering low-margin services to clients. |
| More research |
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