The Busy Adviser’s Secret to Lifelong Clients

In a business environment where clients have more choices and information than ever before, keeping in touch with clients – and providing value – is not just about FoFA, the FSI, or compliance – it’s just good business.

Do your clients only hear from you when you send them a statement or invoice? If so, you can do more – much more – to show them that you’re a valued partner in planning their financial future. Focus on touchpoints that give them real value in a non-intrusive way.

Here are four things you could do regularly:

1. DAILY: Do something nice.
2. WEEKLY: Send a thank-you postcard.
3. MONTHLY: Write a high-quality article.
4. QUARTERLY: Run a client webinar.

Read the full article here

This is an extract from an article I published in Financial Planning, the magazine of the FPA for financial advisers in Australia.