Everyone loves receiving thoughtful cards on their birthday. Whether you’re sending one to a family member, a colleague, or even a client, the act of sending a personal message will always win you some serious brownie points while putting a smile on the recipient’s face. Although the best birthday card messages Read More...
Client retention is key for a successful career in the financial advice field. The last thing any financial advisor wants is to lose clients. According to a report in FA Mag, Bain & Company, increasing your client retention by just 5% will increase your profiles by 25%. Perfecting your customer relations Read More...
As a financial advisor, your job is to manage your clients’ wealth and provide sound financial advice. Without the ability to communicate with your clients, your job can quickly become a lot more complicated. Communication matters. With clear, timely, relevant communication, your relationship with your clients can feel pretty easy. However, Read More...
Whether you’re starting a small business, or you’re looking for new marketing strategies to give your business an edge, brand development is something you simply can’t afford to ignore. You probably already know about the importance of building a recognizable “brand.” If you’re looking for ways to make your branding more Read More...
These days, more and more services can be powered by AI. With automation, comes fewer costs and less hassle. In fact, by 2022, “companies are expected to have an average of 35 AI projects in place,” according to SEMrush. When it comes to customer service, AI chatbots are one of the Read More...
A Customer Relationship Manager is a job role that is responsible for building trust and ongoing relations with top clients in a business. This role requires someone who is great with networking, marketing, analyzing, and communicating. A Customer Relations Manager can help you to keep on top of client relationships—and this Read More...
You’ve no doubt heard about the importance of customer emotions. By tapping into a customer’s emotional needs, you can increase their brand loyalty and create a customer for life. As a recent study in the Harvard Business Review, a team of researchers found out how to define and quantify customer emotions Read More...
Most of us probably have a pretty ambivalent relationship with weird holidays. When days like “National Deep Dish Pizza Day” roll around, we may be tempted to have a pizza—or, we may just ignore it and think of it as a gimmick. However, for marketers, unusual holidays can be an extra Read More...
Whether you’re starting a new business or you’re an established brand, effective marketing can be difficult, especially as the marketplace becomes more and more competitive. Today, we’ll be discussing the concept of saturated markets, what a saturated market means for your business, and what to do not just to survive, but Read More...
Everyone likes to feel appreciated. After you cook a lovely meal, you want your family to express their appreciation for your hard work. Or, if you go out of your way to do a favor for a friend, you usually hope that the friend will appreciate your good deed and repay Read More...
For many businesses, the idea of sending gift cards to clients may seem a little excessive. However, little gifts and signs of your appreciation can be an excellent way to build strong relationships with your clients, improve your outreach, and stand out from your competition. Today, we’ll be looking at all Read More...
For companies of all sizes, successful marketing should always involve a wide variety of tactics. One of the most trendy digital marketing methods is the brand ambassador. What is a brand ambassador? How can brand ambassadors help your business expand its outreach, improve brand recognition and authority, and ultimately attract new Read More...
While prospecting for new clients is a huge part of running a successful business, it’s also vital that you spend time and energy on your existing clients, too. According to Review 42, 65% of business tends to come from existing customers. Plus, acquiring a new customer can cost up to five Read More...
A Customer Health Score is a useful metric for businesses of all sizes. Working closely with your customer is not only important, but it also makes it easier to understand how they feel about your goods and services. But what is a Customer Health Score? In its basic sense, it is Read More...
Fostering good customer relations is a crucial aspect of growing any business. If you fail to focus on how you relate to your current customers, you may find that customers choose another business in the future. You may also begin to develop a bad reputation in your industry. While most business Read More...
