Displaying items by tag: Relationships

Thursday, 03 December 2009 00:00

Using Surveys to Gather Information and Let Clients Know You Care

swift_marie_web2009

Last time, I provided some tips on how you can add multi-media to engage your audience online. This time we’ll talk about using surveys to gather information, build relationships with clients and cull out business opportunities.

Conducting a client survey is a good way to let them know that you care what they think. More important, it will yield valuable information about your clients and your market. With survey information in hand, you can anticipate problems, capitalize on opportunities and expand business relationships. www.SurveyMonkey.com and www.Zoomerang.com are both quick and easy to use, although I recommend that you pay the $20 per month fee to get the ad-free service. You can "brand" your survey template with your logo or even have a graphic designer create a custom banner.

Published in Articles

Thursday, 12 November 2009 00:00

Paper Still Has Its Place – A Little Bit of Paper Can Go a Long Way and is a Tangible Reminder of You

swift_marie_web2009

As I continue along with my series of low-cost marketing ideas, let’s talk about traditional paper-based collateral materials. While you will increasingly be marketing electronically, make sure to weave into the mix some paper-based communications, such as newsletters, greeting cards and postcards. We human beings like a little piece of paper now and then, especially if it's a great quote or a reminder about a valuable service. I get a postcard twice a year from Super Shuttle, the public van line that runs to and from the Kansas City airport. I don't always need it, but when my mom comes to town and I can't pick her up, I fish out that postcard.

Published in Articles

Thursday, 05 November 2009 00:00

Virtual Face Time – The Next Best Thing to Being There in Person

swift_marie_web2009

In my last post, I encouraged you to ramp up your marketing efforts. The good news is you don't need to pay big bucks to promote yourself. There are all kinds of low-cost ways to spread your message via the Internet, as well as the tried-and-true low-tech, high-touch strategies of the past. While meeting with your clients and prospects in person is always the best way to build relationships, you might also consider doing webcasts or teleconferences to supplement your in-person efforts.

Published in Articles

Friday, 23 October 2009 16:06

Tips for Truly Connecting With Sceptical Clients

Maribeth Kuzmeski

Just because the market collapsed and Wall Street’s dirty laundry got aired all over the world doesn’t mean people need financial advisors any less. In fact, they need you more than ever! But to win their business in today’s post-financial collapse environment, it requires that you spend more time building trusting relationships and truly connecting with your clients.

People today are seeking out a trustworthy, intelligent, calming voice in all of this uncertainty that will provide an individual approach, analysis, and solutions to their financial situation. And to win over today’s investors you absolutely must be prepared to spend the time necessary to build a meaningful relationship.

Now is not the time for financial advisors to back off in their marketing. But it is the cultivation of relationships that is critical. Today’s investors must feel they can completely trust their financial advisors, and you have to show them you are willing to take the time to build that trust.

If this sounds like a lot of work, it is. But the good news is, it’s highly productive work, the kind that leads to very profitable client relationships.

Published in Articles

Financial Marketing