Clients will appreciate hearing from you throughout the year as long as the information they get is valuable. Doing this positions you as knowledgeable and client-centric, plus reassures them that you value their business.

Examples of ways to build a positive relationship

• Weekly/monthly emails that supply your clients with relevant, valuable information
• Sending out personally signed Christmas/Holiday cards
• Sending out a thank you card after every referral

Your client’s attitude toward your firm is rarely static. Even if a customer reaches promoter status they’re not guaranteed to be a promoter for life. In fact, the majority of disgruntled clients were, at one time, willing to recommend you to others. This highlights the importance of communicating with clients several times throughout the year.

And the more personal, relevant and meaningful the communication the greater the impact will be.