I wanted to drop you a quick line to let you know that I'm already receiving excellent feedback from the campaigns. This is invaluable to our business and I apologize for not signing up sooner. I'll definitely want to continue and I need to triple the reps that are on my current list! Chris B. Excellent, thanks Kim! The feedback is great as I have already received a couple thank you's, from NEW relationships!
Clients care about personalized customer service, and they have a lot of friends, family, and neighbors that they could send your way. We would be remiss if we did not acknowledge the past year and how the pandemic has affected the way we all do business. While we agree there is no real replacement for you sitting across the table from your client, we can get close by using the physical resources we have.
By sending materials in advance, being mindful about thank you notes, birthday greetings and other occasions, we CAN recreate that connectiveness we once shared. For the foreseeable future there will be barriers to entry in some firms, there will be clients who are compromised or fearful about face to face interactions.
Clients care about personalized customer service, and they have a lot of friends, family, and neighbors that they could send your way. We would be remiss if we did not acknowledge the past year and how the pandemic has affected the way we all do business. While we agree there is no real replacement for you sitting across the table from your client, we can get close by using the physical resources we have.
By sending materials in advance, being mindful about thank you notes, birthday greetings and other occasions, we CAN recreate that connectiveness we once shared. For the foreseeable future there will be barriers to entry in some firms, there will be clients who are compromised or fearful about face to face interactions.
Services
When potential clients are selecting an advisor, in addition to trust and a good track record, they are also looking for customer service, specifically personalized service.
That's not all.
Besides high fees, the main reasons clients switch advisors is poor service and lack of personal attention.
In fact, for millennials, lack of personal attention is the #1 reason they have switched advisors.
There's another reason to care about providing your clients with personalized service.
It's because those clients have family, friends, neighbors.all of whom are potential clients as well.
That's not all.
Besides high fees, the main reasons clients switch advisors is poor service and lack of personal attention.
In fact, for millennials, lack of personal attention is the #1 reason they have switched advisors.
There's another reason to care about providing your clients with personalized service.
It's because those clients have family, friends, neighbors.all of whom are potential clients as well.
When you, your brand and your products are consistently top of mind, you can reduce the number of in-person visits required to drive sales throughout your territory.
Advisors recently admitted to being "done with email."
They also readily admitted that they consistently read communications sent by brands they trust and with information they value.
I wanted to drop you a quick line to let you know that I'm already receiving excellent feedback from the campaigns.
This is invaluable to our business and I apologize for not signing up sooner.
Advisors recently admitted to being "done with email."
They also readily admitted that they consistently read communications sent by brands they trust and with information they value.
I wanted to drop you a quick line to let you know that I'm already receiving excellent feedback from the campaigns.
This is invaluable to our business and I apologize for not signing up sooner.
US insurance brands that provide customers with consistently best-in-class experiences generate 2-4x more growth and 30% higher profitability than companies with an inconsistent customer focus.
Some executives may still see insurance as a low-engagement, dis-intermediated category.
But leading companies are delivering customer experiences that inspire loyalty and attract customers frustrated by experiences with their current carriers.
I wanted to drop you a quick line to let you know that I'm already receiving excellent feedback from the campaigns.
Some executives may still see insurance as a low-engagement, dis-intermediated category.
But leading companies are delivering customer experiences that inspire loyalty and attract customers frustrated by experiences with their current carriers.
I wanted to drop you a quick line to let you know that I'm already receiving excellent feedback from the campaigns.
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