Your client engagement strategy needs some inspiration for 2017.
With the following, we offer some thoughts on how you might improve your client engagement. This comes with some important caveats. In the first place, none of these concepts are shared with the idea of telling the advisor to...”Do this!” Some (or many) of these ideas may not be for you. Others you may be doing already. However, we believe that 1-2 of these thoughts might be worth implementing with your own practice. Better yet, we trust that these ideas will engage your own creativity and innovation to construct a client engagement model that is truly unique and well-appreciated by your clients.
