Strategies for Deepening Client Relationships

Client Relationships

In this third of a three-part series, our practice management team shares strategies for how to further nurture your relationship with clients. What are some key tactics you can use to deepen those relationships over time so that clients even become advocates of working with our firm?

Keeping Clients on Track

After you’ve completed the initial onboarding of a client and are moving into a phase of periodic meetings, consider giving clients a “progress report” at meetings so they know if they’re on track when it comes to every aspect of their wealth plans.

Systemize Ongoing Planning

Consider organizing topics of conversations with clients around a yearly calendar. So, for example, in November, talk to your client about maximizing their retirement accounts such as a nonqualified deferred compensation plan and year-end tax strategies.


As advisors, it’s important to think through the lifetime of a client relationship and build a process to deliver engaging advice that helps deepen relationships over time.

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