Meet frequently and make use of resources
Offer it in print and digital form and share it online
Provide a balance of lifestyle and financial information
Stay on your clients’ radar between meetings
Recapping your meetings helps build trust, align expectations
A unique approach can help you stand out from the pack
The “digital scrapbook” can help you in all points of the client-relationship cycle
Introduce your successor and clarify new roles
Make sure staff members are informed about what lies ahead
Give lots of notice and make it unique