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Systemizing your client communication process can help you retain clients, reinforce your value in a consistent way, increase assets under management from existing clients, and open up your referral pipeline. The Practice Builders team explains four types of touches to use in your client system. They also discuss how to distribute your contact among different client segments so you can spend your time on high-value activities. Follow four easy steps and download the free tools to build your own customized client communication calendar.
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