How is it that you all build strong relationships with your clients? I could really use some tips the bowl. I've been focusing on personalized communication and follow-ups, but it doesn't seem to be too effective in my opinion. In fact, I feel like it may be having the opposite effect, especially when it comes to follow-ups. Share your experiences regarding this matter in the comments!

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Quality over quantity!! Instead of frequent follow-ups, try to shift your focus to a few meaningful interactions. I schedule quarterly reviews and send personalized market insights to each client's portfolio. They usually always respond with a lot of enthusiasm. Also, during meetings, I make sure to truly hear my clients' concerns and goals. This helps me tailor my advice and they feel like our team genuinely cares about their financial well-being.

“They don’t care what you know until they know that you care”

I post a picture of every client in my CRM and account management system so when I work on their account or call them I can visualize them,

During initial meetings I try really hard to understand their life, the challenges they have and understand how their financial plan helps them.

I pray for their difficulties… I cry when they cry and I celebrate when they celebrate…

Because I love my clients I love my job.

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