Here is my client service model which is based on assets under management at Raymond James:
- Titanium
- Over $5,000,000
- 6 Meetings and 6 Calls per year
- Platinum
- $1,000,000 to under $5,000,000
- 4 Meetings and 4 Calls per year
- Gold
- $300,000 to under $1,000,000
- 2 Meetings and 2 Calls per year
- Silver
- Under $300,000
- 1 Meeting and 1 Call per year
The numbers and types of scheduled contacts above may vary based on individual client factors, and there may be unscheduled contacts in addition to those.
