5 ways advisers can stay close with clients

Clients want to know that you — a trusted adviser — are looking out for their best interests. Here are five suggestions you can implement immediately that will add new revenue.

Reconnect with a client after a long period

Acknowledge the fact that It’s been awhile since you've both talked and apologize for not doing a better job staying in touch. Let the client know, "I’m making a concerted effort to get to know my clients better and stay in touch," says Michael Goldberg, founder of Building Blocks Consulting.




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