ACTIONABLE ADVICE FOR FINANCIAL ADVISORS: Newsletters and Commentaries Focused on Investment Strategy

Follow us on
 Facebook  Twitter  LinkedIn  RSS Feed

    Last 14 days

Most Popular Articles


Most Popular Commentaries

    Last 12 Months

Most Popular Articles


Most Popular Commentaries



More by the Same Author

How to Make a Big Impact
in the First 10 Minutes of Your Day
By Dan Richards
April 30, 2013

Next page     Bookmark and Share  Email Article   Display as PDF  Remind Me Later


Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.

Dan Richards

Can changing how you spend the first 10 minutes of your day make a big impact on your business? For one advisor who altered his routine in January, the answer is a definitive yes.

At a recent conference, I had a conversation with an advisor name David based in Chicago who’d been on a panel of top producers. I asked David a question I’ll often use when meeting an advisor for the first time: “What’s working for you these days?”

His answer provided an important lesson for others in the business:

In January I changed how I spend the first 10 minutes of my day to do one thing differently,” David said.

I’ve had a great response from clients and my productivity has gone up significantly as a result.”

Need a keynote speaker for your conference?

Dan Richards

If you’re looking for a speaker to inspire and energize advisors, consider Dan Richards.

Dan shares fresh, leading-edge perspectives on ways to attract new clients and communicate more effectively with existing ones – and helps each audience member create a personalized plan of action to grow their business and better serve their clients.

For more information about booking one of today’s top experts on client marketing for your next conference, contact info@clientinsights.ca or call 416 900-0968.

A small change that made a big difference

In December, David read an article about 10 proven ways to communicate more effectively with clients. One of the suggestions in the article was sending clients hand-written thank you notes after meetings.

This was not a new idea” he told me “far from it. I’ve been in the business 20 years and have come across this suggestion at least 100 times. The difference was that this time I decided to do something about it.

I did three things to make this happen:

  1. I visited a stationery shop and bought five boxes of really nice, high quality thank-you notes, this was right after Christmas so I got them on sale. I paid $120 for 100 cards. Then I went to the post office to buy stamps for the cards, because they were an odd size each stamp cost me $1.40.

  2. I asked my assistant before she left each day to put three cards on my desk and to print off a list of clients whose birthday was coming up in 10 days time.

  3. Finally and perhaps most important, I went into the calendar on my computer and I blocked off the first 10 minutes each day to write three thank-you notes.


Now when I come into the office in the morning, before I get my coffee and before I turn on my computer, I take 10 minutes to write three thank-you notes to clients. These can be clients who I’ve just met with or spoken to on the phone or who have birthdays coming up. Or maybe someone’s kid has gotten into university or they’ve had a grandchild.”

Display article as PDF for printing.

Would you like to send this article to a friend?

Remember, if you have a question or comment, send it to .
Website by the Boston Web Company