How To Re-Engage Your Non-Engaged Clients

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You have a solid client base who consider you their financial advisor and you’re earning asset-based income from them every year.

You probably speak with a small percentage of them frequently and the rest less frequently.

You have plenty of opportunity to grow your business in your own “backyard” without having to hunt for new clients.

But how do you re-engage your un-engaged clients to see if you can offer them expanded advisory services?

It's tricky, because you don’t want them to think you’re just calling them to sell more of your services.

Instead, they need to feel (and I’m sure you feel this way), that you truly care about them and their financial situation.