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Client Scoring & Segmentation
This idea completely changed my practice 15 years ago to the point where it doubled the value of the business value before we sold it. It is that important. Learning how to classify and segment your clients is good for them, and good for you. A true WIN-WIN. In this video I'll discuss how I think about setting up a client scoring system that not only makes your business more valuable, but helps all of the partners in your business have a clear path to move forward and grow.
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How Flipboard Can Revolutionize Your Client Relationships
In this short but impactful video, Tom shares a modern twist on an old-school client engagement strategy. Remember the days of clipping newspaper articles and mailing them to clients? Today, it’s even easier to stay connected and show your clients you’re thinking of them. Using tools like Flipboard, you can find relevant articles, send personalized messages, and build stronger client relationships—all with just a few clicks. Watch now to learn how to stay top of mind and build trust without the hassle of stamps and envelopes.
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Gifting to Clients
As a financial advisor, you need to get the practice of gift-giving right. The old ways of gifting are just not effective in today's day and age. Listen here as we discuss the Art of Gifting in a way that is a powerful relationship tool.
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