How often do you interact with your A clients? I feel disconnected them and probably should follow up with them more frequently

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The goal is once a month with some form of communication

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One mans trash is another mans treasure

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Every 90 days

The number one reason clients transfer to me is no interaction with FA. Those are the ones that have no problem transferring. Send out a weekly market report, birthday cards, quarterly reports, take out for lunch , etc

Let them tell you.

I talk to my A clients all the time. I Never talk to the rest except for the once year mandatory ‘are you still breathing’ meeting.

Maybe I talk to some B clients who I think might make themselves into a clients. Sometimes.

Why talk to the dregs and not the elite? Talk to the elite, work with the elite, and you’ll be elite

I guess I should not mention the small $115k client that then became the 2.1mm and also recommended his brother with 2.6mm. Husband had account, wife divorced him but I had always been kind to wife. She was the one with the money. Her little 60k became 6mm.

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