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.