Go beyond the basics to reinforce your relationship
Keep your clients engaged by providing information tailored to their needs and interests
Take the time to maximize the value of your business
Managing a larger portion of your clients’ assets increases profitability and client loyalty
Many advisors have difficulty accepting the inevitable
Go beyond “know your client” and find out as much as you can about your clients
Learn as much as you can about your audience and focus on education
Use a “dripping” strategy, sending emails to prospects on a regular basis
Online seminars are effective, economical client-acquisition tools
Identify the clients you like to work with and build your practice around them