Cement New Client Relationships With a 45-Day Review

Mar 20, 2006 / By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
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A well-trained client is an enjoyable client, so be sure your intake process includes scheduling a 45-day review meeting. Remember, new clients often feel anxious and uncertain with a new advisor. Use this meeting to allay doubt, reinforce value, and hook your client for life.

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