How Often Should You Talk to Clients?
Angie Herbers | ThinkAdvisor, February 2018
Read the article online >Summary: An advisor I work with calls each of his clients every quarter to check in and find out if they’ve had any major changes to their financial situation. As you can imagine, these calls create quite a burden and greatly reduce the advisor’s work output and the efficiency of his business.
Be the first to comment on this Article