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Deepening Client Relationships Through Personal Connections

Dr. Elko’s Power of Connection

Solid investment performance is critical to a strong client-advisor relationship. But savvy advisors realize there’s more to a great client relationship than performance. They know that the concept of connection can be an effective way to deepen client relationships.

 

Learn:

  • Six questions you can ask clients to build stronger connections
  • Why you should ask your top 5 clients, “What value do I provide you?”
  • Why a hand written thank-you note is one of the best ways to show you care

 

Listen:

Recent audio clips


Next Steps

  1. Download the Power of Connection advisor workbook
  2. Sign up for Dr. Elko's Porch Talk audio clips (to the right)
  3. Want to learn how to apply these insights to your practice? Send us your email.

Dr. Kevin Elko - A Leader of Leaders

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Dr. Elko gives teams and organizations around the globe an immediate shot in the arm with messages of inspiration and motivation in the areas of leadership, goal setting, and culture.


  • Receive Dr. Elko's Porch Talk Audio Weekly
    Jump start your week with motivational messages every Monday morning.

Dr. Kevin Elko serves as a consultant for Hartford Funds. His statements are not representative of Hartford Funds.

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