The 7 Steps for Upgrading Your Clients and Doubling Your Referrals


By Annette M. Bau, CFP™

I've studied successful advisors for more than 20 years. The best of the best all have
one thing in common -- a follow-up strategy that includes the following seven steps for
growing business and increasing income:

1. Provide a Personal Touch

The more personal your communications with clients, prospects, and centers of influence
are, the more effective your messages will be.  The old saying clearly is true: "They don't care
how much you know until they know how much you care."

2. Communicate Your Unique Selling Proposition (USP)
Successful service providers understand how important it is to differentiate themselves from
the competition. Every message you send, including postcards, letters, and e-mails, should
reflect the theme that makes you stand out and resonate with your target audience.   

To read the entire article click the link below and go to page 40.

 


 

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Comments

  • 9/6/2009 8:59 PM Tina Nies wrote:
    I really enjoyed your article and you're right! It's so important to be consistent, that is what I have most struggled with and have also lost opportunities by not staying in touch. Since I made more effort and automated some contact (I can do more), I've noticed a big difference and have received more referrals! Thank you.
    Reply to this
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