client communication Archives - Page 7 of 7 - FP Advance

Displaying 33 Posts categorized under client communication

Client Communication: More Tips From The Pros

Continuing on from last week’s post on client communication; Simon Boulter and Mo Bowen, from leading UK Financial Planning firm BoulterBowen WealthCare, have shared more great client communication tips. Once again, these tips show the lengths to which great firms go to maintain simple, high quality communications. Client Communication: The Magazine …

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Client Communication: Tips From The Pros

  BoulterBowen WealthCare is one of the UK’s leading Financial Planning firms. Simon Boulter and Mo Bowen have happily shared with me some of their fantastic client communication tips. I think these typify the lengths to which great firms go to maintain simple, high quality communications. Client Communication: The Cards In …

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Say It Loud

This week we’re looking at the fun part of the ongoing review service, The Icing On The Cake (also known as, telling the client what you have done for them lately). If you are managing £500,000 for a client and charging them 1% pa, that is a fee of £5,000. …

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