Maintaining regular communication with clients can also help foster trust and it tells them, "My advisor is looking out for me."
Mike Patton, Integrity Wealth Management |
Challenges of a Growing Practice: Managing Portfolios
Mike Patton | Advisor One, October 2013
Read the article online >Summery: Client communication is an issue which is consistently at the top of client surveys. Maintaining regular communication with clients can also help foster trust and it tells them, "My advisor is looking out for me." And if you communicate based on your client segmentation, you’re giving your "A" clients "A" service.
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