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What is the average annual hike in paytm
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A list in no particular order: Mail out a hand written thank you card for each new client welcoming then to the firm. Mail out a hand written thank you card for every referral--yes--I also give the referrer a gift card X-mas cards-yes Birthday cards-yes Anniversay cards-nope Use Moringstar portal as a vault to upload clients docs, quarterly performance, billing statements, wills, etc. Send out a monthly market commentary (Would like something better then Mstars piece.) I call/meet with each client every quarter-meet with larger client face to face
A. Clients get a conversation once a month.. B. I preach investment performance and risk mgt above all else..
Quarterly (or trimester) phone calls to all clients. Annual or semi-annual reviews to all clients. Annual client appreciation party (either at my home, or perhaps at a golf course this year (since I'll have too many clients to have it at my house).