When your shopper has a call to make and cash is concerned, you need to be their first name.
This implies you should be high of thoughts: the primary identify they consider once they want recommendation.
Your competitors may be their accountant, different monetary advisors, relations and monetary professionals they know in the neighborhood.
How do you keep high of thoughts con a constant foundation?
For 11 concepts, see the gallery.
These are only some examples of simple methods you’ll be able to keep high of thoughts together with your shoppers. When you see these, you’ll consider loads extra.
Credit score: fizkes/Adobe Inventory
