Don’t Be Cheap or Lazy with Client Communications

By Hank Berkowitz
Wealth Management

As the old saying goes, “you only get one chance to make a first impression.” By the same token, you only get one chance to leave a lasting impression. At a time when four out of five high-net-worth individuals are considering leaving their advisors at any given time, can you afford to take a chance with your hard-won clients?

MORE: The Most Effective Channels for AdvisorsPersonal Financial PlanningClient Service Opportunities, Growth & Marketing

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The Client-Management Secrets of High Performing Advisors

By Hank Berkowitz
Wealth Management

New research shows that high-performing financial advisors communicate more frequently with clients than their less successful peers.

MORE BERKOWITZ: Don’t Be Cheap or Lazy with Client Communications

MORE: Personal Financial PlanningClient Service Opportunities, Growth & Marketing

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One of the key reasons: They know the secrets of the most effective channels.

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