Things have changed, how are you adapting?
The new normal seems to have arrived – working from home, Zoom meetings, the dog barking, the kids need you – all the while, creating relevant, eye-catching and pertinent emails, and more… We have seen many ideas that are helping to create this #newnormal:
1. Reach outs to clients to check on them and offer support.
2. Once the line of communication is open, the business relationship reappears through offering market updates, product updates, solutions to challenges, webinars, etc…
a. Offering things of value to your clients during this time is key.
3. Pacing of communication becomes important so the right touch is offered.
a. Social Media
b. Emails
c. Phone Calls
d. Zoom or Virtual Meetings
We have seen the most effective ideas do not need to be earth shattering, they are simply the ones that are used. We have heard of a lot of ideas, and those that are driving success are the ones that are implemented.
We have been helping financial professionals implement their ideas since 2002. We have been doing this while working 100% remotely, and we can help. Give us a call today for a free consultation.
Things have changed, how are you adapting?
The new normal seems to have arrived – working from home, Zoom meetings, the dog barking, the kids need you – all the while, creating relevant, eye-catching and pertinent emails, and more… We have seen many ideas that are helping to create this #newnormal:
1. Reach outs to clients to check on them and offer support.
2. Once the line of communication is open, the business relationship reappears through offering market updates, product updates, solutions to challenges, webinars, etc…
a. Offering things of value to your clients during this time is key.
3. Pacing of communication becomes important so the right touch is offered.
a. Social Media
b. Emails
c. Phone Calls
d. Zoom or Virtual Meetings
We have seen the most effective ideas do not need to be earth shattering, they are simply the ones that are used. We have heard of a lot of ideas, and those that are driving success are the ones that are implemented.
We have been helping financial professionals implement their ideas since 2002. We have been doing this while working 100% remotely, and we can help. Give us a call today for a free consultation.
How to Reach Us
We would love to hear from you!
West Linn, OR
97068
(877) 635-6049
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