For years, I didn’t send an annual offer to past clients offering a review because I didn’t want to bother them or seem like I was pushing for more planning fees. Guess what? Clients didn’t feel unbothered. They felt neglected.

You would be amazed at how a little attention can go a long way in closing new business. Today I want to share two ideas that have worked for me.

Whether you enjoy it or not, staying in front of clients and prospects in a way that is interesting and authentic is crucial to maintaining and growing your business.

Do people really want to read about Roth Conversions, Estate Taxes, and Asset Allocation every week? The answer is no. Therefore, and ergo, I am providing some ideas to shake up your content and keep those opening rates high.

With a little creativity and practice, you will be the person whose newsletters your clients look forward to receiving.

Like anything you feel weird about doing, with practice, recording video messages gets better. It’s an easy way for your clients and future clients to feel like they know and trust you. And refer you. And continue doing business with you. Isn’t that the whole point?

Not to brag (so now you know a brag is coming), but once a friend told me she was in awe of my consistency of sending e-newsletters.