Develop Client Loyalty

General Information   Written by Grant W Hicks on 06/2008 - Word Count: 254
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Variations: Successful events could be- Sporting and recreational events, Rounds of golf or tennis, tickets to college and/or pro-team events, cultural happenings, concerts, art shows, Holiday music events, charitable events.

Costs: subject to each event.

Potential Results: Educational events - Invite clients to hear a guest speaker who is well known and is visiting your area. Create a series of quarterly or semi-annual client briefings where they can gain insight and information from senior executives on your products, services and the market.

Grant's Tip: EXAMPLE- Host a 'Widow's Luncheon' once per quarter- KEY for prospecting success is to encourage them to invite other widows they know. Avoid making this a sales event. Make the theme clear. It will be 'all fun and NO finance' - have a program that is fun.

 


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Grant Hicks, President of Hicks Financial is one of Canada's leading authorities on marketing financial services. He is a dynamic and entertaining speaker with an amazing ability to motivate audiences to achieve more. He co-authored "Guerrilla Marketing For Financial Advisors" with Jay Conrad Levinson, Trafford Publishing 2003. For information



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Copyright© 2008, Grant W. Hicks All right reserved. For information contact FrogPond at email susie@FrogPond.com.