Your clients work with your firm because of your expertise, and because they trust that you will know how to guide them no matter what financial questions they may have or challenges they may be facing.
As a result, many RIAs believe that client satisfaction is solely based on meeting their clients' financial objectives. But sometimes, a personal touch in your firm's marketing can more effectively strengthen client relationships than any guidance your firm can offer. This article from MarketWatch is a good example of how to get more personal (while staying professional) with your messaging.
