Call Clients to Checkin
Three or four times per year, the CSM should make "impromptu" calls to make sure clients are receiving their confirmation statements and check to see if they have any questions. --Katherine Vessenes
Three or four times per year, the CSM should make "impromptu" calls to make sure clients are receiving their confirmation statements and check to see if they have any questions. If the adviser calls the client personally, the call could go 30 minutes with chitchat. However, the CSM can usually get through these questions in five minutes, sometimes less. This is one of the 14 to 28 annual touch points clients need to keep your name in their top-of-mind awareness.
-Katherine Vessenes in Your Personal COO
and 