The 5 Best Gifts for Clients This Holiday Season
With the holidays rolling around, many advisors are struggling to figure out what gifts their clients would appreciate. The criteria that defines a great gift is: It should be about them, not about you. Make sure that the only branding on your gift is your clients. Don’t give them something with your logo on it. It should show that you value their business It should be thoughtful and look like it required effort With this criteria in mind, here are 5 gifts that advisors can rely on to help build a relationship: A gift for the soul. If you get your clients a spa
How Did Client Porter Begin?
What's the Story Behind Client Porter? Client Porter started on an ordinary Saturday morning, where two daughters came home to visit their dad. While sitting around the kitchen table drinking tea, Dad told his daughters about his recent meeting with a financial advisor. He stood up to grab a package sent by the financial advisor: gourmet coffee, a branded pen, and a folder. Well, Dad immediately threw the pen and folder in the trash, as he has an office full of supplies. And, since he's an avid tea drinker, he put the coffee into the back of the cabinet. In other words,
What We’re Reading and Listening to this Spring…
The Power of Broke Daymond John is an influential voice for those who are looking for success in their small businesses. The Power of Broke discusses how being broke can lead to motivation to achieve amazing things- but only if you are willing to put in the work to achieve this success. Experience This! Hosts Dan Gingiss and Joey Coleman serve as your hosts for weekly doses of positive customer experiences. In this podcast you will find insightful examples of customer experience alongside tips on how to keep your customers happy. The Virgin Way At just 16 years old, Richard Branson dropped out of
Top 3 Reasons Why Nurturing Your Client Relationships Leads to Growth
Client Acquisition is the process of gaining new clients, which tends to include a marketing and advertising budget, while client retention involves maintaining the clients that you’ve onboarded. Client retention includes developing a personal and thoughtful relationship with your clients. Many firms spend a lot of time and money on client acquisition, but many forget about the countless benefits of nurturing your current client relationships. Here are the top 3 reasons why you should focus on nurturing your client relationships. Client acquisition costs 5x more than client retention Research shows that it’s 5 times more expensive to attract a new client, than it