"We realize you have a choice in air travel. Thank you for choosing American Airlines."
We fly on American almost exclusively. We have heard this message countless times before we deplane.
Your clients could invest on their own if they chose. They have chosen to invest, and more important, stay with your firm. Their relationship with their financial advisor (That's you!) is the most visible benefit of the relationship.
You need to be a good communicator. It has been said clients feel they are getting good service if they have six or more meaningful touches from their advisor during the year. The key word is "meaningful." The key to building long-term relationships is developing a personal connection. You don't want to only be a service provider.
Here are the Ten Commandments of Client Communication.
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