How More Frequent Check-ins Can Drive Growth

October 1, 2021 by

Advisor Wealth Mastery Team

When you’re looking for ways to grow your practice, checking in with existing clients isn’t the first thing that comes to mind. With existing clients, the primary focus is retention and not how they fit into your marketing plan. This is unfortunate because your current clients offer growth potential of their own. They can generate new business via referrals, and they can increase the amount of business they do with you. In order for this to work, you have to check in more than once a year. More frequent check-ins have a number of benefits which include happier clients. 


If you only check in with your clients once a year, it’s likely that you’re missing valuable details. Consider moving your clients from annual check-ins to a quarterly check-in schedule. A lot of things can change over the course of a year and that includes a person’s finances. Quarterly check-ins help you address any minor concerns before they become larger issues. They can also improve the relationships you have with your clients since you’ll see them more. Clients who see you more frequently are more likely to be happy with your services. This is what you want because happy clients are more likely to leave reviews, share testimonials, and recommend you to others. 


Another benefit of more frequent check-ins is that you can keep clients updated on your new offerings. Clients can’t take advantage of what you offer if they’re unaware that you offer it. Keeping your existing clients updated does not require a hard sell. If they don’t seem interested, it’s okay to move on with the conversation. The point is to plant the seed, and if they don’t need the service or product they may know someone who does. 


More frequent check-ins with your clients can help strengthen relationships and result in more referrals. When you give clients the space to be heard, everyone wins. For free resources to improve your business acumen and grow your practice fill out the form at

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