See that long list of one-time clients in your files? Those people trusted you once already. You know them fairly well. These relationships have potential to grow.
Don't Leave Opportunity on the Table
Nearly everyone has more planning to do – financial plans aren’t a one-and-done event. And, goals evolve. You know that.
How often do you remind your clients of this important fact? Did you tell them last time you chatted, that you intend to have on-going conversations to help them stay on track, to re-calibrate the plan when necessary?
You invested time to create trust