We are always looking for new ideas for connecting with current clients and reaching out to new prospects. Many advisors send a note or give a quick call for a birthday, but have you considered reaching out on half birthdays? It sounds strange, but in the financial world there are some important mid-year timetables you shouldn’t miss.
Besides allowing you to stand out from your competition, half birthdays give you a way to acknowledge your client on a day that is actually quite important for their financial future.
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