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How to Stay Top of Mind (and Not Be Annoying)

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When your client has a decision to make and money is involved, you want to be their first call.

This means you must be top of mind: the first name they think of when they need advice.

Your competition might be their accountant, other financial advisors, family members and financial professionals they know in the community.

How do you stay top of mind con a consistent basis?

For 11 ideas, see the gallery.

These are only a few examples of easy ways you can stay top of mind with your clients. Once you see these, you’ll think of plenty more.

Credit: fizkes/Adobe Stock


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