A recent study by a research company found that the most satisfied affluent clients averaged 28 contacts from their CPA firm in one year. Other studies have shown that clients who have more contact with their financial advisor are more likely to give referrals and additional assets to the firm.
Welcome to Client Alerts, a new series of hard-hitting but easy to understand articles on a variety of tax topics, designed for your clients and business associates. They provide a low-cost but very effective way to stay in contact with your clients throughout the year and generate a direct response from them, thereby producing additional revenue for your firm. There are a lot of services that can provide your firm with email updates to keep you abreast of the latest in the tax law, but only we can bring to your clients the information that they find valuable. Best of all, client alerts are fully customized with your firm's contact information. In this way, it appears to your clients that you have personally invested a lot of time in putting this information together; when, in reality, we have done the work for you!
