The Role of Product Education in Client Service

Part Two
The Action Plan

1. Make a list of some timely topics and trends that may be of interest to your clients, and see what information you can pull together on those topics to share with your clients and prospects.

2. Track click-throughs when you send out your monthly email newsletters to measure the level of interest in different subjects.

The advisors I’ve spoken to have found, universally, that providing this type of material helps to facilitate discussions and really makes a difference in productive client meetings. The more opportunities you can find to connect with your clients with worthwhile information, the better.


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