18 Touchpoints a Year — How I Think About Client Communication (Without Overdoing It)

Todd Bryant | InvestmentNews, February 2026

Summary: What’s the real reason clients switch advisors? Todd Bryant, CFP®, shares how 18 thoughtful touchpoints a year can quietly build trust, loyalty, and confidence.

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18 Touchpoints a Year — How I Think About Client Communication (Without Overdoing It)

Todd Bryant | InvestmentNews, February 2026

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