Are You Top-of-Mind with Your Clients and Prospects?
What drives a client or prospect to take the next step with their financial advisor? It is usually when they have a life-changing experience that they become motivated enough to take action. What is a“life changing” experience? Marriage, a new child, a career change, a promotion, death, an inheritance, retirement, divorce — all of these life changes invite participation from a trusted advisor.
When these changes do occur with your clients or prospects, will you be top-of-mind? Never take client loyalty for granted. Financial advisors should be contacting clients and prospects 12 to 18 times per year to build a strong sense of loyalty. Make sure your marketing goals and solutions build a strong relationship, and you can make it happen!