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3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia

3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia

3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia
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3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia
3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia
3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia
3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships | ReminderMedia
remindermedia remindermedia | 2 years ago
Aside from ensuring that your clients’ money is responsibly invested, one of the most important aspects of your job as a financial advisor is to make your clients feel secure and never regret the trust they’ve put in you. This isn’t simply for their benefit—happy and secure clients are going to remain loyal to you,... Read more »
Aside from ensuring that your clients’ money is responsibly invested, one of the most important aspects of your job as a financial advisor is to make your clients feel secure and never regret the trust they’ve put in you. This isn’t simply for their benefit—happy and secure clients are going to remain loyal to you,... Read more »
2021 Financial Advisors’ Guide to Client Gifts Under $100
2021 Financial Advisors’ Guide to Client Gifts Under $100
2021 Financial Advisors’ Guide to Client Gifts Under $100
2021 Financial Advisors’ Guide to Client Gifts Under $100
remindermedia remindermedia | 2 years ago
A dollar isn’t worth what it used to be, but try telling that to the Financial Industry Regulatory Authority (FINRA). It’s been nearly 30 years since the FINRA gift rule last adjusted the client gift allowance from $50 to $100. For a financial advisor restricted to such a piddly amount, finding a gift that shows... Read more »
A dollar isn’t worth what it used to be, but try telling that to the Financial Industry Regulatory Authority (FINRA). It’s been nearly 30 years since the FINRA gift rule last adjusted the client gift allowance from $50 to $100. For a financial advisor restricted to such a piddly amount, finding a gift that shows... Read more »
How Real Estate Agents Can Use Psychology to Get More Client Referrals - ReminderMedia
How Real Estate Agents Can Use Psychology to Get More Client Referrals - ReminderMedia
How Real Estate Agents Can Use Psychology to Get More Client Referrals - ReminderMedia
How Real Estate Agents Can Use Psychology to Get More Client Referrals - ReminderMedia
remindermedia remindermedia | 1 year ago
Part 1 in our series: How Real Estate Agents Can Optimize Their Referral Marketing Strategies You don’t need to be told how valuable client referrals are to your real estate business. Even so, it’s worth trying to quantify the value they can add to your business and the commissions they can add to your pocket.... Read more » The post How Real Estate Agents Can Use Psychology to Get More Client Referrals first appeared on ReminderMedia.
Part 1 in our series: How Real Estate Agents Can Optimize Their Referral Marketing Strategies You don’t need to be told how valuable client referrals are to your real estate business. Even so, it’s worth trying to quantify the value they can add to your business and the commissions they can add to your pocket.... Read more » The post How Real Estate Agents Can Use Psychology to Get More Client Referrals first appeared on ReminderMedia.
How financial advisors can take the stress out of annual reviews
How financial advisors can take the stress out of annual reviews
How financial advisors can take the stress out of annual reviews
How financial advisors can take the stress out of annual reviews
jakeandgino jakeandgino | 4 years ago
Chris DiTata, vice president and general counsel of RIA in a Box, shares recommendations on how to make the process headache-free.
Chris DiTata, vice president and general counsel of RIA in a Box, shares recommendations on how to make the process headache-free.
3 Keys to Building Strong General Contractor-Client Relationships
3 Keys to Building Strong General Contractor-Client Relationships
3 Keys to Building Strong General Contractor-Client Relationships
3 Keys to Building Strong General Contractor-Client Relationships
constructconnect constructconnect | 1 year ago
As a general contractor, building strong relationships with your clients is important to your company’s success. Good client relationships can lead to repeat business, referrals, and word-of-mouth marketing. A good working relationship built on trust and understanding can go a long way when issues arise on a project. The general contractor-client relationship should be mutually beneficial to both parties regardless of whether it’s for one project or for multiple projects. It’s a simple for...
As a general contractor, building strong relationships with your clients is important to your company’s success. Good client relationships can lead to repeat business, referrals, and word-of-mouth marketing. A good working relationship built on trust and understanding can go a long way when issues arise on a project. The general contractor-client relationship should be mutually beneficial to both parties regardless of whether it’s for one project or for multiple projects. It’s a simple for...
Staying Present: How Top Real Estate Agents Use Closing Gifts To Build Long-Lasting Client Relations...
Staying Present: How Top Real Estate Agents Use Closing Gifts To Build Long-Lasting Client Relations...
Staying Present: How Top Real Estate Agents Use Closing Gifts To Build Long-Lasting Client Relations...
Staying Present: How Top Real Estate Agents Use Closing Gifts To Build Long-Lasting Client Relations...
forbes forbes | 1 year ago
Staying Present: How Top Real Estate Agents Use Closing Gifts To Build Long-Lasting Client Relationships Gift-giving requires a winning combination of both client understanding and good taste. getty Gift-giving requires a winning combination of both client understanding and good taste. Whether it’s celebratory champagne, a swag-filled gift box or nothing at all, the art of giving a closing gift for a real estate client is one that requires more finesse than you might think. A closing gift mus...
Staying Present: How Top Real Estate Agents Use Closing Gifts To Build Long-Lasting Client Relationships Gift-giving requires a winning combination of both client understanding and good taste. getty Gift-giving requires a winning combination of both client understanding and good taste. Whether it’s celebratory champagne, a swag-filled gift box or nothing at all, the art of giving a closing gift for a real estate client is one that requires more finesse than you might think. A closing gift mus...
Multifamily Insights: Why Financial Advisors are NOT Financial Experts with Chris Miles, Ep. 415
Multifamily Insights: Why Financial Advisors are NOT Financial Experts with Chris Miles, Ep. 415
Multifamily Insights: Why Financial Advisors are NOT Financial Experts with Chris Miles, Ep. 415
Multifamily Insights: Why Financial Advisors are NOT Financial Experts with Chris Miles, Ep. 415
casmoncapital casmoncapital | 1 year ago
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The Best Marketing Ideas for Financial Advisors | ReminderMedia
The Best Marketing Ideas for Financial Advisors | ReminderMedia
The Best Marketing Ideas for Financial Advisors | ReminderMedia
The Best Marketing Ideas for Financial Advisors | ReminderMedia
remindermedia remindermedia | 2 years ago
Marketing for financial advisors is much like marketing for providers of other professional services. You need to ensure you direct your marketing toward a well-defined audience. Your marketing should tell a compelling story. It must offer your audience something of value. And best practices require it include a call to action. But unlike marketing for... Read more »
Marketing for financial advisors is much like marketing for providers of other professional services. You need to ensure you direct your marketing toward a well-defined audience. Your marketing should tell a compelling story. It must offer your audience something of value. And best practices require it include a call to action. But unlike marketing for... Read more »
How Million-Dollar Agents Use Client Appreciation Events to Get Referrals
How Million-Dollar Agents Use Client Appreciation Events to Get Referrals
How Million-Dollar Agents Use Client Appreciation Events to Get Referrals
How Million-Dollar Agents Use Client Appreciation Events to Get Referrals
remindermedia remindermedia | 1 year ago
Part 2 in our series: How Real Estate Agents Can Optimize Their Referral Marketing Strategies Why client appreciation events are not as popular among real estate agents as they are, say, among financial advisors, I can’t imagine. But this is something I do know . . . If you’re an agent (or, frankly, any other... Read more » The post How Million-Dollar Agents Use Client Appreciation Events to Get Referrals first appeared on ReminderMedia.
Part 2 in our series: How Real Estate Agents Can Optimize Their Referral Marketing Strategies Why client appreciation events are not as popular among real estate agents as they are, say, among financial advisors, I can’t imagine. But this is something I do know . . . If you’re an agent (or, frankly, any other... Read more » The post How Million-Dollar Agents Use Client Appreciation Events to Get Referrals first appeared on ReminderMedia.
Morgan Housel: Financial Lessons From History Anyone Can Use to Get Rich
Morgan Housel: Financial Lessons From History Anyone Can Use to Get Rich
Morgan Housel: Financial Lessons From History Anyone Can Use to Get Rich
Morgan Housel: Financial Lessons From History Anyone Can Use to Get Rich
Business & Economy Website Business & Economy W... | 1 month ago
Morgan Housel’s ground-breaking book, The Psychology of Money, changed how many Americans thought about saving, spending, and investing. Through a collection of financial lessons, Morgan opened up new thought patterns […]
Morgan Housel’s ground-breaking book, The Psychology of Money, changed how many Americans thought about saving, spending, and investing. Through a collection of financial lessons, Morgan opened up new thought patterns […]