Service Commitment Part 2: Proactive Monthly Contacts are Critical in Developing Loyal Clients

Research shows most millionaires prefer to be contacted once a month by their Financial Advisor.  However, most advisors don’t spend that amount of time contacting their clients.  Regardless of your client size, you should be working to build loyal clients and to build a loyal client you need to contact them once a month.

To learn how many clients you can effectively manage using our 8-3-1 rule click here to watch Dave Mullens video.

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