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We talk a lot in the financial sphere about differentiators—what makes you unique? Why should a client choose you over another advisor? Taking this one step further, why would a current client recommend you to their friends and family?
The answer is your client experience.
The number one new business driver for financial professionals is referrals.
When a prospect transitions into a client they may experience your firm as a very in-touch, responsive firm that is always communicating. But after the accounts are opened and the prospect officially becomes a client, the communication can fall off. Your new client may feel like you just wanted to land them as a client.
So, a process of regular, new client communications was developed to not only stay in touch during this sometimes-quiet period,
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