The Annual Ideal Client Touches – Sample
Successful Financial Advisors “touch” their best clients 24 times a year to maintain top-of-mind awareness and build a strong relationship with them.
How many times do you currently “touch your best clients?
It’s important to note that “touches” can come in different forms, such as emails, phone calls, in-person meetings, sending relevant articles, holiday cards, client appreciation events, and more. The key is to make sure that the touchpoints are meaningful, personalized, and helpful to your clients.
To determine how many times you want to “touch” your ideal clients, profitable non-ideal clients, centers of influence, prospective clients, etc., you can use my sample “Touches” template. In this spreadsheet, you can list out the various touchpoints you want to include, such as newsletters, in-person meetings, client appreciation events, etc. You can also assign a frequency to each touchpoint based on your business goals and your clients’ needs.
Once you have a list of touchpoints, you can use a calendar or a client relationship management (CRM) tool to schedule and track your interactions with your clients. This will help you stay organized, consistent, and proactive in building strong relationships with your best clients and prospective clients.
Remember, the goal of “touching” your clients and prospective clients is not just to sell products or services, but also to show that you care about their financial success and well-being. By providing value and building trust, you can create a loyal client base who will not only stay with you but also refer you to everyone that they know.
Aim for what you want each and every day!
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