Industry experts have repeatedly taught that financial advisors need to have meaningful contact with their clients at least 12 to 18 times per year to hold the line on client loyalty. Clients for life need not be considered a dream or fantasy.
There are many ways to reach out to contacts. In order to maximize your meaningful contact success, first determine if the content and the message are relevant to your target market. This is vital! Are you working with retirees, pre-retirees, Gen X, millennials, business owners, or professionals? If your communications with them, such as website content, seminars, newsletters, one-on-one meetings, etc., are not important and relevant, they may be waving goodbye.
Make sure you invest the time and resources that will help you automate the meaningful contact process to allow more time for what you do the best and enjoy the most. Business building and success should and can be enjoyable and rewarding.