5 Hows and Whys of Holding a Firm Retreat

RELATED CONTENT

Building Success by Building a Team

What’s Working Now: After a dozen years in the business, James Hofmann has been named as a Forbes “Best-in-State Wealth Advisor.” He credits taking advantage of opportunities to build a team that is oriented toward providing excellent client service.

4 Key Client Service Tasks We Get Done in the Summer

Summer’s slower pace offers this advisor and her team time to perform specific tasks on their client service calendar, including reviewing financial plans and portfolios, collecting client tax returns, and delivering a mid-year review and check-in with clients.

4 Ways an Annual Client Service Calendar Improves Your Practice

It used to be that client service revolved primarily around investment management and regular meetings. With today’s more comprehensive planning, an annual service calendar allows for more consistent care and a better overall client experience.