Show and tell clients what you can do for them
From fancy gifts and e-cards to family events, how you mark the holidays with your clients depends on your style and your clients’ preferences. Here are some ways you can strike the right note this holiday season
More than at any time since the 1930s, investors feel that the field is tilted against them. A good way to reassure them is to meet regularly and explain changes in their portfolios
Keeping your process manageable increases client loyalty
During times of market volatility and economic uncertainty, it’s more important than ever that you initiate communications with your clients
Work with COIs to boost referrals
Give it a subject line they can’t resist
Choose compelling topics and be consistent