In this week’s Five Little Things, we cover how transparency increases client retention and explain how to create impactful client events. Take a look:
Do you feel like you do not have enough time to create your own content to deliver to clients? Are you sending your client base content that does not relate to them? Advisors want to deliver content to their clients but need to add value by doing so. Often enough, there is a technology solution available to solve these problems. Are you leveraging technology to overcome your communication problem?
Hosting client events builds trust. Your current best clients are your absolute greatest advocates. While you likely already do things such as sending your current clients birthday, holiday and anniversary cards, as well as small gifts for major life milestones, connecting with clients socially outside of meetings at your office to review their portfolios builds your connection to them in an even more meaningful way.
Organic content is the holy grail of online marketing, because it drives free traffic and brand awareness for your website. Contributing content to industry publications and guest blogs is a good way to become known in your field and boost sales — but what does it take to become an expert people want to hear from? Doug Vermeeren, a personal development expert, shares the five most important elements you need to have in place to be positioned as a leader in your industry.
“Transparency” is no longer a buzzword — it’s a real necessity in today’s business world. Here’s how to make sure you’re exercising it.
From beacons to user-generated content, columnist Jason Warnock takes a look at the email marketing innovations we can expect to see more of in 2017.