Jon Sadler discusses the importance of engaging regularly with clients.
Most financial advisers’ filing cabinets, whether electronic or paper, hold a collection of ‘landmines’ in the form of disengaged clients. Have their circumstance changed? Are their needs still being met? Is the risk profile of their investments still appropriate? It may not be obvious at first glance, but addressing these risks can offer opportunities which could yield lucrative, long-term business. And it can be more straightforward than you would think. Falling out of touch with clients can happen in a number of ways. It can happen where policies are transferred to an adviser’s agenc...
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