PODCAST: Daily Follow-up Reminders Help Financial Advisors Maintain Strong Client Relationship

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How did one financial adviser boost his client retention rate from 90% to 98%? According to this Wall Street Journal story, the answer was more client follow up.

So how do advisers target their most important client relationships with relevant follow-up reminders?

One way is by using a program called Contactually.

I’ve been a Contactually user for about a year (likely equivalent to a decade in “app years”). I first wrote about my experience with the program in January for Morningstar.

I recently had the chance to connect with Contactually co-founder and CEO Zvi Band to learn more about how financial advisers are using Contactually to cultivate new and existing relationships and ultimately grow their business. Listen to the podcast of that conversation below.


Podcast: Play in new window

Topics: clients satisfaction for finanical advisers, General