Life-Event Planning Checklists: An Opportunity for Unique Client Service

RELATED CONTENT

How to Balance Client Retention and Asset Growth

If outstanding client service ultimately leads to quality client acquisition, then it is critical to find the time for both. Here’s a no-nonsense method for determining exactly how much time you personally should be spending on client care.

Our Client-Service Matrix Guides and Deepens Client Relationships

Horsesmouth Essential: What’s Working Now: This advisor segmented clients based on much more than assets, creating a service matrix that promotes better communication as well as efficiency.

A Retirement Calendar and Checklist to Keep Clients on Track

Most retirees just want to relax, travel, and visit their grandkids, but the reality is there are still critical financial tasks to accomplish in retirement. Here, we round up the important dates and tasks to prepare clients, whether they are retired, semi-retired, or pre-retirement.