Your clients have dynamic lives and ever-changing needs. In a competitive industry, it’s critical to demonstrate that you’re capable of keeping up with all aspects of your clients’ lives, and their evolving financial circumstances.
Social networking strategies for building engaged client-advisor relationships
Online social networking technologies are making it easier than ever before to stay connected and build engagement with one’s clients.
Client engagement is critical to any advisory practice because it supports not only the retention of your services over time, but also generates warm referrals – both of which are a potential source of significant growth in your book of business.