By Matt Matrisian | March 3, 2021
The holidays may be over, but there’s never a bad time to send clients something thoughtful to let them know you’re thinking of them. In fact, it’s something you should be doing on an ongoing basis to continue reminding clients that they’re always top of mind.
These gestures don’t have to be expensive or require a lot of time to pull together, but the ones that involve clients and their families — or clients and the community at large — are sure to keep your clients happy while helping you generate referrals as well as positive reviews and feedback through social channels. Here are a few ideas to help get you started:
To read the full article visit www.investmentnews.com.