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A well-trained client is an enjoyable client, so be sure your intake process includes scheduling a 45-day review meeting. Remember, new clients often feel anxious and uncertain with a new advisor. Use this meeting to allay doubt, reinforce value, and hook your client for life.
Building great relationships is like growing a garden. They both require long-term care and cultivating, but the rewards are sweet. Here are some ways you can reach out to clients and prospects to make your relationships blossom.
Are you guilty of neglecting clients once you've won their business? It's tragic how many advisors drop the service ball in the first 90 days. If you don't have a system in place to contact your new clients eight to 10 times in the first three months, you're missing a huge opportunity to build loyalty and earn referrals.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025