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.

Conclusion

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.

This material is intended for informational and educational purposes only. No representations or warranties, either express or implied, are made regarding the accuracy or completeness of the information contained herein. Reliance upon information in this material is at the reader’s sole discretion.

Mariner Advisor Network is a brand utilized by Mariner Independent Advisor Network (“MIAN”) and Mariner Platform Solutions (“MPS”). Investment advisory services are offered through Investment Adviser Representatives registered with MIAN or MPS, each an SEC registered investment adviser. For additional information about MIAN or MPS, including fees and services, please contact MIAN /MPS or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov).

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