by gratitudemkt | Oct 25, 2016 | Success Tips, Uncategorized
As we finish 2016 strong and head into 2017, it’s a great time to step back and tweak your marketing so that you head into 2017 with some sustained momentum. So what will 2017 bring? First, I see further focus on creating the client experience. Companies who...
by gratitudemkt | Oct 11, 2016 | Clients, Success Tips, Uncategorized
Through the years, I’ve played in my share of golf tournaments with advisors and their clients. We’ve sponsored putting contests, hole-in-one contests, closet-to-the-pin, and longest-drive contests. You name it: we’ve sponsored it. I’d like to...
by gratitudemkt | Sep 27, 2016 | Clients, Uncategorized
“Wherever there is a human being, there is an opportunity for kindness.” -Seneca Referrals are a popular topic in our business and for a very good reason. They are one of the most cost effective strategies you can employ. Everywhere I go, I am...
by gratitudemkt | Sep 13, 2016 | Clients, Success Tips, Uncategorized
Our client’s peace of mind is very important. As humans, we all want to feel that our decisions are justifiable, prudent, and sound. How many of you send a client a reassurance letter within a week of their becoming your client? In our business, a favorable...
by gratitudemkt | Aug 30, 2016 | Clients, Uncategorized
Every day, you have the opportunity to do something wonderful for your clients. Most successful advisors I know are always trying to find the extraordinary breakthrough that allows them to serve their clients better. Sometimes that breakthrough is simply the broad...
