Are You Communicating with Clients Often Enough?
- by: Hank Berkowitz
- September 28, 2017
Probably NOT! A CEG Worldwide study of more than 200 wealth advisors found that the top-earning group (earning over $1 million annually) make it a high priority to reach out to their clients regularly. The top-earning financial advisors contact their top clients an average of 28 times a year (2.3 times per month). By contrast, the