As we roll into the year and prepare to deliver you some new material and ideas to drive your sales, personal and business success as you positively engage your clients, we thought it important that you start with your marketing diary for 2012 and ensure that you provide continuous education opportunities for your clients.
This means revisting one of the four drives : the drive to learn.
The drive to learn:
- educate your clients - provide them with third party material that educates them on financial and insurance issues - use the resources that this industry provides to educate and dispel myths about finances, investing and insurances
- run tailored seminars that are in line with your clients wants - and can be subsetted into the "clubs" you have created above
- providing them the resources to make educated decisions is critical in meeting these needs
- write a blog or an informative newsletter - a blog is preferable - and have this on your website - make your website a resource centre for your clients - have a client log in where they can find tools and information to assist them
This does mean building some collateral OR in its simplest form it means tapping into the resources you have at your disposal as a financial services/insurance professional and some diary planning.
Plan to run seminars and create newsletter and leverage your relationships with your product providers to do the hard work for you.
That means you save the fun for yourself - engaging the clients.
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