Reaching out to clients at regular intervals throughout the year is a great way to stay top-of-mind and show that you’re continually looking for ways to improve their plan.
…but coming up with timely, relevant reasons to get in touch can feel like an uphill battle.
Based on their years of experience in the industry, Vanilla’s planning experts created a month-by-month calendar of the conversations you should be having with your client all year long. Not only will it help you keep an ongoing rapport with clients, it ensures you’re staying on top of the details that matter.
This handy calendar of planning conversations is broken down into five categories that make it useful with every type of client:
- Client Events
- Strategy & Planning Considerations
- Vanilla Software & Report Capabilities
- Non-taxable estate techniques
- Taxable estate techniques
Download the calendar today to jumpstart your client conversations for the whole year.
Published: Dec 03, 2024
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