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The Financial Professional’s Guide to Communication: How to Strengthen Client Relationships and Build New Ones by Robert L. Finder

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Conclusion: Let the Dance Begin

Life is the dancer and you are the dance.

—Eckhart Tolle, A New Earth: Awakening Your Life’s Purpose, 2005

“The Beginning”

You’re competitive, driven, and hard-working. You care about your clients and are focused on doing what’s right for them. You invest heavily both your time and resources in professional development and practice management. But what else can you do?

Other firms may be bigger and have greater capabilities, stronger reputations and standing in your community, even a more recognizable brand than yours. Or they may be smaller, more agile and responsive to the needs of their financial professionals and the clients they serve. That’s how it may be or that’s how it may appear looking from the outside ...

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