Connections Campaign Part 3:
How to Communicate with Your Future Client Wish List

This article is Part 3 of a 3 part coaching series on building a successful "Connections Campaign." So far, the main concepts have been to build a future client wish list and develop the tools to let them know what you do. Now, you need to have a system for letting your connections know what you do. The frequency, professionalism and personal nature of your contact will put you on their radar screens. As they continuously go through their financial lifecycles they'll be thinking of you and your practice. When they have funds to invest or wealth management issues to resolve, your name will be in the front of their minds. They may even think of your more than their current advisors. . . . (to read the remainder of this article, please log in below.)