Consistency is key, but so is balance. One of the simplest ways advisors can improve the client experience is by creating a touchpoint calendar.
Marcus Roth explains why mapping out when prospects and clients hear from you—whether it’s an email, an SMS, or a phone call—can make all the difference. If all those touchpoints land on the same day, the experience can feel overwhelming rather than intentional. But with a clear calendar, you can ensure your outreach feels seamless, genuine, and thoughtfully spaced. The real value isn’t just in keeping track of communications—it’s in shaping how your audience experiences your firm.
In this video, Marcus breaks down how a touchpoint calendar helps you build stronger relationships and deliver a smoother, more meaningful client journey.
