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Client Communication Discipline

The AB Client Touchpoint System segments your book by revenue into A, B, and Z tiers, then assigns a fixed annual touchpoint frequency to each tier. It replaces memory with a calendar.

Sep 814 min read

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Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a Broker-Dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

Titleist Advisor Network is affiliated with Titleist Asset Management, LLC and Titleist Capital, LLC. for advisor recruitment.

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