Communicating for the good of your clients
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Have systems in place so that clients experience a personal connection on a regular basis. This includes reminders to call or email them simply to touch base and let them know you’re thinking of them.
Clients don’t always know if we advisers are doing a good job.
Sure, they know if they're reaching their financial goals, or if they're making or losing money. But even then, all too often, they aren’t always sure if their adviser is really making a substantial difference in their financial l
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