Jan 10, 2019
How often do you stay in contact with your SME clients?
Is it just once a year to remind them it’s tax time again, or maybe, every three months for their quarterly BAS?
Well, if that’s the case, then here’s the big question.
Why aren’t you keeping your clients ‘top of mind’ and contacting them whenever any new development that might help them comes across your desk?
SME clients want, and are willing to pay for, advisors who are looking out for them.