This is a question I m repeatedly asking clients. All believe it will get higher sooner or later. I ask clients to point out on that chart where they think we are at present. They never point to the right hand side of that mountain chart, but usually back a few years. So all I do it place my finger on where we are today, which is always higher than where they have pointed.
Point is now moot.
Telephone calls, breakfast, lunch, focus group luncheons or dinners, notes in the mail, seminars, newsletters . . . Helps level the playing field between you and the banks, brokerages and big planning firms. Or if the issue is fees, or whatever, chances are that this client knows others with the same thoughts on their minds. Grab this competitive atmosphere with enthusiasm and confidence as though YOU are the competition. Turn it into a marketing weapon for yourself and your firm.