fbpx

What’s the Right Cadence for Reaching Out to Clients?

Is there a correct cadence of communication you should follow as you build client trust over a lifetime? On this video clip, Reese Harper and Chad Jardine discuss why it’s so important to find a process that works.

In the first year of a client relationship, there’s a need for face-to-face meetings and communication comes easily. But over time the value of these meetings wanes. On this episode of Elementality, Reese and Chad look into why you should become more proactive with “asynchronous” communication—email, text or direct-messages—as your client relationships develop.

Listen to the full podcast!

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

[formfuse id="1009"]