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Why You Can’t Stop Courting Your Clients

January 15, 2014 // Financial Advisor IQ

Consumer-focused website Main St. says there’s a pattern to most advisor-client relationships. For the first year or so, the advisor is super-solicitous and quick to reach out with notes and phone calls — “Is everything OK?” “Can I get you anything?” As time goes on, however, the communications grow less frequent, cooler, and before long the client has been shunted over to an assistant for most “points of contact” with the firm.


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