When the market plunges, how do you connect with all your clients when so many are demanding instant access?

It is hard to be proactive when the markets are gyrating and you have 4 clients on hold.  With so many to serve, it is imperative you utilize strategies that let you reach many with a single effort.  Many of our clients are doing an excellent job of connecting with clients, and using this period to add new clients.   What are they doing?

In addition to proactively contacting clients by phone in priority order, many are using their newsletters to address questions and issues that many clients are asking.  These include (more…)