How often do you contact your clients?

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I rank my clients and based on that ranking system i will determine how often I contact them.

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When their annuity is out of surrender

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Every 3 months. For ambitious or doctor clients, maybe twice a month.

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Quarterly letters and monthly office hours that clients can sign up for themselves

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I have discussions on frontend for a contact strategy. Many clients, especially working clients only want semi annual or annual. About half want every 3-4 months.

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Send email updates every Friday

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