5 ways advisers can stay close with clients
Acknowledge the fact that Its been awhile since you've both talked and apologize for not doing a better job staying in touch. Let the client know, "Im making a concerted effort to get to know my clients better and stay in touch," says Michael Goldberg, founder of Building Blocks Consulting.
Have you ever been working on an account for client A and his or her situation reminded you of client B? This is a perfect time to contact client B by saying, "I'd like to discuss your long-term care coverage and some other ideas that might be very beneficial to you and your family."
Your clients can open doors to new ones. "I know that we can be tremendous resources for one another," is a good way to start the conversation and learn about potential consumers.
Invite clients to join you for a basketball game or a round of golf. "It's a chance to blow off some steam while getting to know each other better," Goldberg says.
By checking in on plan participants' most important assets - their family - you can see if there's a new bundle of joy, if someone has switched jobs or learn about a family member that has fallen ill.
Clients want to know that you a trusted adviser are looking out for their best interests. Here are five suggestions you can implement immediately that will add new revenue.