Not every NAPFA Member wants to grow. Still, it could be argued that all want to maintain the business they already have while strengthening relationships with current clients and the next generation, ultimately leading to more share-of-wallet, better referrals, and effort-free, consistent business success. Client communications strategies such as newsletters, blogs, podcasts, webinars, videos, and client surveys provide ways to stay in touch and deepen client relationships - and now AI, such as ChatGPT and other digital tools, can aid in the content creation process.

Messaging to reassure clients that you are still hyper-relevant to their lives, able to take on new, right-fit clientele if referred by them, and interested in caring for their total net worth with everything under your careful watch and advice is important. Creating authentic, personable content that resonates with the next-gen clients and children of current clients is a must.

1. Learn about client communication and content creation strategies that will help you build stronger relationships with current clients, increase share-of-wallet, and generate effort-free referrals.
2. Discover digital tools and technologies that can help with client retention, including surveying and feedback tools, social media platforms, generative AI tools, fintech solutions, and more.
3. Learn how to create authentic, personable content that resonates with next-gen clients and children of current clients by lifting the veil to show behind the scenes the character and culture of your firm.

Marie Swift