The year ahead: A four-step client-appreciation strategy
Communicate with clients to ensure you are transparent and have encouraged them to make choices that are in their best interests
Make sure they understand your procedure
Build deeper bonds with clients by gathering and entering more information
Learn details of clients’ lives to get inspiration for gifts that will be enjoyed
Consider giving gifts at different times of year to ensure the gesture doesn’t get lost during the holiday season rush
A meaningful gift can leave a lasting impression and remind clients of you year-round
Survey suggests many advisors are off the mark when it comes to understanding what's important to their clients and prospects
Keeping existing clients is easier than recruiting new ones
Get creative on Valentine’s Day