Call me blessed then. I would however say its less 'blessed', and more not having an unsustainable amount of clients. All clients are engaged, because why wouldn't they be, they are paying for a service and they know exactly what they are paying and what it entitles them to.
There has been instances where a client hasn't been able to sign a 12 month agreement in time, in that instance, the fees get switched off until they do. Been operating this way for years and it works fine.
In order to give you the best site experience, we need to know what kind of investor you are. Please select the title that best describes you below.
Financial Advisers - Investment
Financial Advisers - SMSFs
Individual Investors with SMSFs
Financial Advisers - Insurance
Accountants and Solicitors
Financial Services Professional