Advisors can maximize referrals by celebrating life milestones in a thoughtful way. Learn how to implement this strategy into your business.
The best way to streamline new referrals is by giving your clients a reason to talk about you! A smart approach to achieving this is by recognizing significant life events and acknowledging them personally and thoughtfully. As their trusted financial advisor, you are aware of every big purchase in your client's life and any significant life changes. This well-positions you to make a lasting impact on your client relationships by sending a simple gift or gesture of appreciation.
Some examples of life milestones that you can celebrate with your clients include:
Using Facebook Lists to Stay Up-to-Date With Your Clients
Facebook recently introduced a way to group your friends into “lists” so that you can quickly view status updates from a select group of people at a time. This makes it much easier to come across big client announcements and eliminates the chance of them being missed in your regular Facebook news feed.
Let Amazon do the Heavy Lifting
Now that we’ve established an easy way to be aware of these life milestones through Facebook let’s explore how simple it can be to send a thoughtful gift. Amazon offers a wide selection of inexpensive and tasteful gift baskets for various occasions that can be shipped directly to your client’s doorstep. This approach saves you valuable time and effort while demonstrating your commitment to your client relationships.
Expand your Database through Client Appreciation
Celebrating life milestones is a winning strategy for financial advisors seeking to expand their client base and strengthen existing relationships. By showing your clients that you genuinely care about their success and accomplishments, you build trust, likability and long-term loyalty that can ultimately lead to increased referrals and business growth.
While this technique is pretty efficient, we are also here to help execute it for you! Talk with an executive marketing consultant at (844) 949-9497 or click here to contact us to develop the best strategy to win you more referrals through client appreciation.