The Importance of Family Phone Calls

Family phone calls are a vital tool for connecting with the next generation of clients. These calls serve as a proactive introduction, helping you build relationships with younger family members who will one day inherit wealth. By establishing this connection early, you position yourself as their trusted advisor from the start.

Regular family phone calls demonstrate your commitment to the entire family's financial well-being. They provide a platform for open communication and personalized service, ensuring that younger clients feel valued and understood. This strategy helps secure the future of your advisory practice by fostering loyalty across generations.

Learn more about these proactive strategies to enhance your client relationships in our latest podcast episode with Jackie Wilke, VP of Advisor Consulting at First Trust, where she shares her expert insights and actionable tips.

Stream the "Always On" podcast featuring Jackie by clicking one of the links below 

Apple Podcasts:  paretosys.co/ao_ap 
Spotify: paretosys.co/ao_sp
Find Your Channel: paretosys.co/ao_bb