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You are here: Home / Career Year / 6 Ways To Keep Your Clients Yours

6 Ways To Keep Your Clients Yours

Featured Posts

  • 51 Posts All New Externals Needs To Read
  • 12 Must Read Posts For Internals
  • 22 Practice Management Posts
  • 16 Business Planning Resources
  • 14 Useful Productivity and Efficiency Posts

I want your best client.

After all, if they are good enough for you and your firm, they will be a perfect fit for me and mine.

Hell, you’ve pre-qualified the advisor for me – and thanks for that.

Even knowing that your best client is my best prospect, why is it you continue to take for granted the ones that ‘love’ you the most (read: your top producers)?

If you know that you need to improve your ability to stay in front of your best clients between appointments, try touching them with any of the following – and be sure to use a combination of email, voice mail and snail mail as appropriate:

  • Portfolio updates sent under your signature versus the firms
  • Practice management insights that will help them grow their practice
  • Personalized info-bits that are generated from your deep understanding of your best client’s interests
  • Predictable and consistent emails that both inform and, to some degree, entertain
  • Phone calls that let the advisor know you care and appreciate the partnership/business
  • Postage stamped and mailed handwritten notes

Great wholesalers have mastered the art of presence in their absence.

Have you?

Our Priority Partner Preferred Coaching clients are seeing a 30-50% (or more) pick-up in their quarterly sales.

Get more info about any of our coaching programs today.

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  • appreciate the good stuff with mike robbinsWholesalers Need To Find More Time To Appreciate The Good Stuff – Mike Robbins

CLICK HERE to see all 39 ‘Thought of the Day’ insights (and download the image zip file)

LISTEN: Three Skills NEW Wholesalers Should Focus On

https://wholesalermasterminds.com/wp-content/uploads/2019/10/q8-three_things_new_wholesalers_should_focus_on.mp3

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About Rob Shore

Over 30 years of distribution experience provides the knowledge and granular insights Rob's clients require to assist them with their practices - whether working one on one, in groups, or live events; with senior leaders or frontline wholesalers. [Read More or Contact Us]

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