Birthday calls, holiday greetings, anniversary cards, client appreciation events, client reviews, monthly newsletters, and don’t forget every other random act of outreach in between. If you’re an advisor reading this list, you’re probably overwhelmed – and, for good reason. It might remind you a little of your current situation. The mess created from this “shoot from the hip” approach becomes the very thing that prevents your team from defining an awesomely effective and proactive client communication strategy. Simply, it isn’t a scalable way to address one of the most important elements of your business growth: building and maintaining high-touch relationships.
So how do you make sense of your jumbled strategy, streamline your plan, and become more proactive in 2017? Do a little spring cleaning by following these three S’s: