According to Sally Schmidt, president of Schmidt Marketing, Inc., diligence and organization can really pay-off for lawyers who keep up-to-date records of their client lists. Schmidt mentions that prioritization and categorization of contacts help in sending out targeted messages. Setting concrete objectives for client meetings and planning approaches is also vital.
See "Easy Steps to Organize Your Contacts for Maximum Results," Americanbar.org (September 27, 2011).
Posted by Marc Tan, Associate Editor, Wealth Strategies Journal.
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