Earning referrals faster is as easy as having a mindset that is helpful and thoughtful and by ultimately having focus on the overall experience of the client.
The experience isn’t just them sitting down you with, it’s everything in entirety that is reflected back on to you.
We’ve all been there, dodging construction or fumbling with parking as we arrive at a meeting wondering why someone just couldn’t have told us ahead of time about this. Surely this didn’t just happen over night?
Recently, I headed to a meeting early one morning, only to have the elevators not work at 8 am for guests, no listing in the directory and their office phones turned off. “Maybe they never wanted to see me I began thinking!” They did, the problem was the lack of foresight by their Administrator and the Advisor not inspecting their entire process. Leaving things to chance is not how practices grow.
Here are 7 things you can do right now to be more helpful and thoughtful with your clients and prospects:
#1 Offer a PDF that has driving and parking directions in your meeting confirmation email. Here’s a copy of mine so you can see an example.
#2 If there is construction going on around your building let you clients know ahead of time.
#3 Provide your contact information on EVERYTHING, so it’s easy to connect with you
#4 Offer a pre-meeting checklist 2 days before the appointment.
#5 Provide a summary of insurance policies with all of the information handy (policy numbers, renewal dates, etc.)
#6 Provide a meeting summary in bullet point form highlight major topics covered, any homework they needed to do and the confirmed date for the next session.
After the session, send them a handwritten card acknowledging them.
#7 After the session, send them a handwritten card acknowledging them.
11 Most Read IRIS Articles of the Week!
The Cornerstone of Effective Marketing Is Understanding Your Niche
Find Your Why, Before You Give
How Will Asset Managers Find Ways to Distribute Going Forward?
Get Real: Stepping off the Hamster Wheel of Life
The Culture Perception Gaps Between Executives and Employees
Get Naked With Your Money: Wrinkles, Bulges And All!
Do This To Complete Your Vital Activities Each Day
Traditional Retailers Are Failing And It’s Not Amazon’s Fault
Why Following Someone Else’s Plan Never Works
Advisor1 day ago
Cybersecurity and Privacy: Tips for People with Substantial Wealth
Brand Strategy1 day ago
A Different Way To Think About Leverage
Equities1 day ago
What You Need to Know about Investing in Healthcare AI
Markets2 days ago
The Fed’s Next Move May Be No Move at All
Markets2 days ago
Why The Next Recession Will Be Different
Equities2 days ago
What You’re Not Hearing About the China Trade War
Development2 days ago
The Best Practice Management Idea of the Year
Advisor3 days ago
Homer Simpson vs Mr. Burns