IDEAL Plans Ideal Advisors

Ep 17 Resetting your Client Relationship Management in 2020

June 14, 2020 Richard E. Boone Season 1 Episode 17
IDEAL Plans Ideal Advisors
Ep 17 Resetting your Client Relationship Management in 2020
Show Notes

In this episode we'll explore how you can reset your relationships with your clients given the changes we all have been going through in 2020.  There are a number of ways to make a much bigger impact on your clients simply by the way you work with them.  Topics include creating a "wow" engagement, the 1st 100 days communication, client feedback, intergenerational client retention, and big money events.  By listening to this podcast you will hear that by focusing on your clients' lifestyle, passions, and relationships you can learn how to serve them best.  We will also explore the nature of the business model that works best in fostering an incredible client relationship.  2020 has been challenging to say the least.  So why not learn how best to make an enormous impact on your clients?  The tactics and strategies we'll explore can help you finish this year strong and lay the foundation with your clients for a fantastic 2021.