There are numerous philosophies regarding making contact with clients on an ongoing basis. Regardless of your position or methods, every practice needs a strategy for reaching out to clients throughout the year. This can be birthdays, anniversaries, financial reviews as well as sending relevant articles, get well cards and more. Operationally, if you have clients outside of your local region, this can be a process exercise that includes your CRM system, calendaring, workflow and good old fashioned tools like cars, planes and trains.
Read more ...