What is the ideal number of times to be in touch with clients each year? It's probably higher than you think.
A recent survey by Accenture Wealth and Asset Management Services told us something we have heard many times before: 67% of advisors surveyed indicated that they have a personal relationship with their clients while only 38% of high-income investors reported the same. While there are many factors that go into a client feeling like they have a personal relationship with you, how often you are in touch, and what you do when you get in touch, can be a significant factor.
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