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:
- DAILY: Do something nice.
- WEEKLY: Send a thank-you postcard.
- MONTHLY: Write a high-quality article.
- 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.
[READ-NOW href=https://www.dropbox.com/s/1gzmxb8o31gj14e/2016-07-FinancialPlanning-GihanPerera.pdf?dl=1]
