Advisers, wake up your dormant clientsBY CHRISTOPHER PAGE | TUESDAY, 10 JUN 2014 5:51PM Finding new clients, taking care of the ones that you have and engaging on social media are some of the main ingredients in any adviser's recipe to business success. However ... Upgrade your subscription to access this article
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MAGDELINE JACOVIDES
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
FOUNDER AND FINANCIAL ADVISER
MAZI WEALTH
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hi Chris,
This is a very confronting bit of research for Core Data and it's really supported by the results we have seen when practices start using our client review services.
The difference is they discover so many new advice prospects they have to really think about becoming much more efficient at delivery advice.
Service sells and every client deserves to be reviewed annually. But it's the cultivation of these clients that make a practice more profitable, worth more and truly connected to its clients.
Great story and I agree that the news is confronting.
However contact details and eliciting a response from these database names is the challenge.
It is not the simple exercise of phoning and engaging that it is proported to be.
Contact details can be out of date and mail or email is regularly ignored.