Best practices for keeping up with client relationships
I am a young new advisor and have done fairly well moving money in. After I get the account and we transfer everything in I find that I lack reasons to reach out and keep up contact with them. I feel like over the past month I have been slacking and not contacting my clients as much as I usually would 6 months ago. I have even noticed that my meetings/reviews have been running less than an hr even like 15-30 minutes. It’s like I don’t have much to talk about other than “hey your account is up x% in the last 12 months”lots of them are 150k-300k clients and really don’t have too much complexity in the portfolio/life. Does anyone have any best practices for reaching out to clients or topics they like to cover when calling out of the blue? Best ways to make reviews stretch and make the most out of them? How does everyone maintain good relationships with clients other than calling them every quarter just to say hey.
Thanks