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Are You Communicating Too Much with Your Clients?


Many advisors communicate with clients much more often than they should. Frequency does not equal relevancy.

  • Let oncoming clients know how often they will hear from you.
  • Assure them if something unusual arises, you will provide them relevant details.
  • Keep clients focused on their long-term objectives.

Related: Why You Need to Stop Saying You’re Different

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