Stay in Your Clients' Lives

Morris, Kyra
January 2009
Journal of Financial Planning;Jan/Feb2009 Practice Management, p22
Academic Journal
The article discusses how financial planners can stay relevant in their clients’ lives. Assembling and analyzing financial data is not enough. Planners need to equip themselves to participate in conversations that bring out a client’s hopes, needs and accomplishments. Strategies the author has found useful to this end include casual staff meetings where participants share their own life stories, and a four-part process for introducing new clients to the firm. Annual reviews are a good way to keep up with clients’ life events.


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