7 things no one tells you about keeping clients engaged:
My best tips from hundreds of calls with advisors
(1) The Panic-Free Portfolio
↳ Clients don’t panic when they know their portfolio is stable.
(2) Automation Isn’t Impersonal
↳ Used right, it strengthens client relationships.
(3) Frequent Updates, Less Fear
↳ Keeping clients updated makes them media resistant.
(4) The Human Touch
↳ Simple, direct messages make clients feel important.
(5) Education Reduces Alarm
↳ Teaching clients about the market cuts down on worried calls.
(6) Stories Matter
↳ Co-creating clients’ financial narratives deepens relationships.
(7) Your Confidence, Their Calm
↳ Your confidence spreads; it keeps clients steady.
PS Mastering these makes you the advisor everyone trusts.
My favorite is number 3.
What is your favorite or what would you add?
