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Posts Tagged ‘Contact Management’

Best Practices for Financial Advisors: Contact Strategy

Continuing our series on “Best Practices for Financial Advisors,” this post centers on something all FAs should have: a Client Contact Strategy.   Numerous studies have shown that one of the biggest complaints most clients have is that they don’t hear from their financial advisor enough.  That’s important, because the number one reason clients leave their advisor. . . Read More


Best Practices for Financial Advisors: The Law of Contact Management

The most successful financial advisors have one thing in common: they implement the most best practices.   What exactly is a best practice?  Wikipedia defines a best practice as “a technique, method, process, or activity believed to be more effective at delivering a particular outcome than any other technique, method, process, etc.”   The Bill. . . Read More