During the summer months, it’s important to take time to recharge and reflect. This is an ideal opportunity to evaluate the first half of the year and determine what you want to accomplish during the months ahead.
Are you on track to achieve the goals you set for yourself and your practice? If not, now is the time to make adjustments and create a plan to turn those goals into reality.
One of the most valuable exercises you can undertake is developing or refining your foundational marketing and activity calendar for the remainder of the year and beyond.
Top-performing practices understand the importance of maintaining a consistent schedule of meaningful client service and marketing activities.
A well-designed annual activity calendar should include two essential components:
• Client service activities designed to strengthen relationships and enhance the client experience
• Marketing and prospecting activities focused on generating growth opportunities
At a minimum, your calendar should include key touchpoints such as client review meetings, monthly communications, educational workshops, client appreciation events, and other growth-oriented initiatives.
It’s easy to become complacent and lose sight of the importance of consistent communication. The most effective communication is meaningful, timely, educational, and relevant to your clients’ needs—providing value without being overly technical or too simplistic.
At the Academy of Preferred Financial Advisors, we help our members stay connected through more than 20 foundational communication resources, including reports, workshops, webinars, and virtual updates. For more information on these member offerings, please contact us.
We know that meaningful and consistent engagement is critical to building stronger client relationships and growing your practice. Keep your momentum going by ensuring the remainder of your year is filled with high-quality client and prospect touchpoints.