Clients
How to Build Lasting Relationships with Clients
Sometimes we need to remind ourselves of one of our most valuable resources – lasting relationships with clients that span a lifetime. They are often your biggest cheerleaders and yet sometimes you may take them for granted – or at least don’t focus on what you did to build that relationship. Onboarding First of all,…
Read MoreHENRY: Your Future Best Client
Who is HENRY? HENRY stands for High-Earners Not Rich Yet, also often referred to as “affluent adults” or upper-middle-income earners. One of the key differences between HENRYs and “the rich” is that HENRYs earn relatively high incomes but have little accumulated wealth. Still, HENRYs have money to spend on things they value, such as good…
Read MoreThe Unique Challenges of Working with Affluent Clients
“The past is a foreign country,” observed L.P. Hartley. “They do things differently there.” Much the same can be said for the highly affluent—those with a net worth of $6 million or more. While they share many traits with the rest of us, their lives, attitudes and values are distinctly different. What’s more, they are…
Read MoreStarting a Conversation with a Prospect
Before you think about starting a conversation with a prospect be sure to do a little bit of preparation. Be very clear and self-confident in your vision, mission and culture statements. Because your ideal clients will be attracted to these, and you can’t effectively define any marketing strategy without those. Focus on building long-term relationships…
Read MoreSetting Minimums to Sift Out Unqualified Clients
If you’re casting a broad net to attract new clients, you’re bound to get inquiries from prospects who, for any number of reasons, aren’t a good match. Ultimately, these bad matches are a waste of your time – time you may not have a wealth of. But if you’re getting lots of dead-end inquiries, you…
Read MoreAn Attitude of Gratitude Can Help Your Business Grow
How often do you show gratitude to your clients? You may send them a card for the holidays or give them a gift at the end of a project. But do you stay connected throughout the year? Ways to stay connected with past (and present) clients should be part of your marketing plan and budget.…
Read MoreWhere Do You Meet Target Clients?
Photo Credit: Emily Wilson Photography Well, you did a thorough job of completing your Ideal Client Profile(s) – but then what? Rather than letting them linger deep in your computer files, use them as you make decisions in your business – particularly in your marketing. One very important way to use those profiles is in…
Read MoreThank Your Clients
By Gail Doby, ASID CVO and Co-Founder of Gail Doby Coaching & Consulting As we stop to take time to reflect upon and give thanks for all the many good things in our lives, think back over the previous eleven months. When was the last time you said “thank you” to a client for no…
Read MoreDiversifying Your Business
Photo Credit: DesiLu How is your business positioned for the cycles that the economy will go through? Your financial advisor has probably talked to you about the value of diversifying your investments – to better protect those investments. But have you thought about the importance of diversifying your business – for the same reason? Does…
Read MoreSetting Boundaries for Clients
You owe it to your clients to do your very best for them. You owe it to them to listen and be respectful of their needs and wishes. You don’t, however, owe them every minute of your day. For the sake of your productivity and sanity, it’s important to be clear with clients about how…
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