Frequency of Client Interaction

Wealth management has always been a relationship business, and relationships are becoming even more important in the digital age and with robo-advisors. The frequency with which you stay in touch with clients can closely correlate to the stickiness of those relationships. Be sure that you and your brand stay front of mind for clients and prospects. This doesn't necessarily need to be phone calls though - any type of "touch" counts, such as monthly newsletters that are automatically emailed to clients.