When is the best time to talk to clients about cash flow?

By Rob Clarfeld
Published in OnWallStreet, April 7, 2017

Increasing revenue at an advisory firm while reinforcing the value proposition is hard work.

Absent the former, the burden of new client acquisition intensifies. Neglect the latter in this environment of automated investment solutions and the firm may lose even its most tenured relationships.

Advisers need to find innovative ways to secure client relationships while enriching the client experience.

One approach is a recurring program that both encompasses and expands the traditional scope of scheduled investment reviews and tax projections. Our firm works additional areas of planning into client meetings by adhering to an agreed-upon schedule that includes our other services.

We tailor our schedule to the client’s objectives and needs.

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