Why it pays to visit clients

In periods of economic instability clients seek reassurance. Fuelled by talk of a double-dip recession and market volatility, there has never been a better time for advisers to increase the frequency of communication. “Don’t pay too much attention to all the media hype” spoken at the client review once a year is no longer acceptable when they are bombarded every day by offline and online media – both very persuasive! And media is not the only influencer on your clients. Father-in-laws, work colleagues and family friends also give their two penneth. I have just read an article in The T...