Establish ongoing contact
Ask the client how he or she wants to be contacted and how often.
-Cliff Oberlin and Jill Powers
Once a client is on board, set up a schedule for being in touch regularly. Ask the client how he or she wants to be contacted and how often. Some clients will want a quarterly meeting as a matter of course, but others will want you to call only if something is wrong or needs to change. Sometimes your largest clients will want the least contact--we have one with a $10 million account, for instance, who wants us to check in just twice a year, and only once in person.
-Cliff Oberlin, CPA/PFS, CFPM, is CEO, and Jill Powers, CFP, CDP, is president, of Oberlin Financial in Bryan, Ohio, in Head Start
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