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For most companies, emails have become the sole means of communication for clients. And you may be thinking, why is that a problem? Well, your clients’ email inboxes are being inundated everyday. Many of these emails are deleted immediately or left unread. In order to differentiate yourself from the competition, you have to go beyond mass produced emails. But how? Here are a few tried and true ways to grab your client’s attention. Sending Hand-Written Cards: Have you been sending e-greetings for birthdays or holidays to your clients? While there is some thought there, many of these e-greetings get lost in the

With the influx of technology and surge of social media, sometimes clients feel like they’re missing the basics- personalized communication. Studies have shown that building relationships is essential to retaining your clients. Here are two ways that you can personalize communication with your clients. 1. Sending Personalized Articles Foster your client relationships by regularly sending out personalized articles. Do you have a client that is embarking on sending their first child off to college? Consider mailing them an article about the best universities in their area. Sending meaningful articles via snail mail is a great opportunity to show clients that your relationship

Whether you've been a financial advisor for years, or you're just starting out, the number one rule for success is: Keep What's Yours. Specifically keep your clients, by continually practicing the science of client retention. Your client retention strategy is the sum total of all activities that ensure each and every one of your clients is happy, recommends your services and continues to do business with you. Studies show that client retention is the single most important activity for any company. After all, it doesn’t matter how many new clients you bring in if you can’t keep them. When evaluating your client retention

5. “Your customer doesn’t care how much you know until they know how much you care” Many companies think that generic cards will keep their clients happy. The problem is, this doesn’t show your clients how much you care. The reason you send cards, is to establish an ongoing and lasting relationship with your client. If your card isn’t personalized, you’re missing the thoughtful touch that your clients are longing for. Gather information ahead of time: What holidays does your client celebrate? Do they go somewhere special during the holidays? These are details you’ll want to address in your personalized cards.