Chris Budd: The three steps to increased client engagement

Do you ever have clients not return the data sheets for their cashflow forecasts? This month I'm going to look at why this might be, and what you can do about it. Some of the biggest changes, the ones that can make such a huge difference to our lives, are often right in front of us. We fail to address them, however, because we don't know where to start. Sometimes answers present themselves that are so obvious it makes you scratch your head and wonder why earth you hadn't seen them before. So why don't we see them? One answer is because you just need to do things in the right ord...