Stay on Track with Meetings, Calls, and Client Care
1. Keep Yourself on Track. First – Get the meetings and calls scheduled and keep yourself on track using some kind of crm software. Write out exactly how you want your meeting experience to unfold. Plan your events based on the financial calendar – IRA deadlines, Tax Deadlines, CDs Maturing. Educate your clients before asking them to take action. Warm them up – decisions shouldn’t seem critical. Remind your clients that you do work with referrals but ask them to follow your process. Limited Availability Professionalism Service – not a request