Cement New Client Relationships With a 45-Day Review
Mar 20, 2006
By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
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.