Three Best Practices for First-Year Clients

Three Best Practices for First-Year Clients

November 8, 2021

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As a first year client with XY, knowing where to begin can be daunting. We caught up with a fund manager here in Sydney who recently reached their one-year mark as a partner of XY for tips on how to succeed.

What do you do well

It’s our job to become experts in understanding your business. We spend our time understanding adviser problems, and when we better understand your solutions – the connections are easier to make. Do you have a cornerstone piece of research you deliver to advisers each year? Send it to your client success manager. Is there a message you are trying to carve out in the market? Walk us through it. The better we understand your unique service proposition, the better we can help bring it to life.


Unsure of where you are in the process, speak with us. With the level of work we deliver, there can be waitlists of up to six months on some of our product lines. Does this mean we only need to speak when you get to the front of the line? Of course not. We can jump on and discuss ideas and current trends at any time and provide a list of trending topics among advisers to help spark content ideas, content calendars, and other strategy tools.

Focus with flex

When we sit down to sculpt the perfect mix of work for your budget, we never rule out a change down the line. A lot can happen over the course of a yearly engagement, and if a new strategy gets handed down to execute on, we are here to be flexible with you. Our main goal is to always deliver on what was agreed upon, however – if new priorities are brought to the fore, your client success manager can work with you to reshuffle the content product lines to ensure the work we complete is aligned with yours.

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