Bob Baker

Where Does Performance Fit In The Sales Process

Where Does Performance Fit In The Sales Process?

They say don’t sell on performance… but that’s simply not practical. Financial advisors and asset managers, alike, are in a business that revolves around performance. What’s more, performance understandably ranks as a top criterion for investors when assessing the value of their financial advisor. So how do you strike a balance between selling on performance, …

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Client viewing his financial statement on a cell phone

Staying Relevant To Clients As Their Expectations Change – Lessons From Over 20 Years Of Serving Investors

Times change… And if you don’t change with the times, you tend to get left behind. I remember when Advanced Asset Management Advisors (AAMA) began in 1999. Things moved a little slower then. There were, of course, always client challenges and demands. But all-in-all, there seemed to be more time to address them. Today, things …

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4 Talking Points to Soothe Shaky Investors in Uncertain Markets

Uncertainty in the investment world can be defined in many ways. You can look at standard deviation trends, the VIX, media headlines and pundit warnings, economic indicators, and even consumer sentiment ratings. Or a more readily available indicator – questions from your clients. There’s little doubt that we are currently managing through uncertain times. And …

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3 Keys to a Better Client Experience (And Technology Has Nothing to Do With It)

Every business wants to grow. A growing business is typically a healthy business. With growth comes increased resources and opportunity, which then leads to more growth. The cycle goes on and on. The same is true for stagnation. Stagnation tends to create hurdles that can threaten your business, such as limited cashflows. But we know …

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Strength in Numbers: How to Leverage Strategist Partners for Better Client Experiences

In any service industry, happy clients are the life blood of your business.  And in financial services, where our investors’ livelihood is at play, there’s very little margin for error in the client experience we create.  But between juggling hats—from prospecting to market oversight and attending to clients—creating a consistently positive client experience across your book …

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