What can I do to make sure client relationships stay strong through the conversion process and beyond?
Paula David, Fort Point Growth Partners There’s no substitute for frequent and effective communication with your clients and prospects. It starts with the announcement of your new firm, which should clearly articulate the reasons behind your decision and the benefits the new firm will provide your clients, and continues with personal communication through each step of the conversion process, followed by ongoing monthly newsletters and periodic client satisfaction surveys. For all intents and purposes, there’s practically no such thing as “too much communication” as far as most clients are concerned. Always remember that you are not just managing your wealthyou have been entrusted with their future and their children’s futures. Be proactive. Don’t wait for clients to ask you about some product solution or serviceanticipate the need instead. A quick email note such, the example below can be a major step in the process of turning new clients into lifelong clients and friends: “Bob, I saw
