Client relations

Writing articles for media outlets is one way to stand out in a competitive marketplace.

Some of the industry’s top advisers use satisfaction surveys to keep and grow their bases.

Consider customer referrals, a strong media presence and philanthropy.

Consider customer referrals, a strong media presence and philanthropy.

Full-service planning allows for a bigger impact, but a niche approach may mean more objectivity.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

These prospective clients may have fewer assets but lots of dreams, so make time for them.

Forget mass mailings; instead, try the personal touch.

Forget mass mailings; instead, try the personal touch.

Use a creative approach and make sure the gathering is “authentic.”

Use a creative approach and make sure the gathering is “authentic.”

Following these steps will help advisers prepare their firms for the future without them.

Advisers should leverage these relationships to reel in clients.

Advisers should leverage these relationships to reel in clients.

Create a schedule to discuss additional services that could bring in more revenue.

Create a schedule to discuss additional services that could bring in more revenue.

Finding a niche is all well and good, but there are benefits to getting even more specific.

Finding a niche is all well and good, but there are benefits to getting even more specific.