Why it pays to visit clients

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Jon Pittham, director of Clientsfirst, says it's not the articles you write that bring clients round, but the calls and visits you make…

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...

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