A recent study reported that 75% of investing clients leave their advisors because of poor chemistry. Even when their portfolios are performing well!
Before hiring any professional, clients must like and trust that person.
When it comes to hiring a professional advisor for something as personal as investments or legal or tax advice, we believe that 75% of an individual’s decision of whom to hire is intuitive, while just 25% of the decision is logical.
You purposefully build an emotional bond right from the start with each new client. But all too often that initial instinct toward building bonds isn’t maintained over the long term. Those same personal connections must be continually nurtured, or you’ll lose the client. You need a client retention technique that works as an ongoing dependable process.
Sending personal notes to clients is universally acclaimed as a powerful client retention technique simply because it isn’t about business…it’s personal. By communicating personally, you reinforce the relationship.
Use personalized client greeting cards to send a personal note of thanks annually to your clients. You can send client greeting cards for almost any special occasion including Christmas, Thanksgiving, birthdays or anniversaries.
LongTerm Clients delivers stunningly beautiful note cards complete with your personal message. Built by a succesful former financial advisor, they know that building personal relationships is essential to any advisor’s success. This service, long missing for advisors – provides a simple turnkey way to keep in touch and build personal connections with clients – and created a wonderful new resource for smart advisors. I used this service last year for my own relationship building campaign and had great results.
Marie Swift, Impact Communications
The cards, your assistance and the service were all superb! I especially thought the enclosed signing pen was a nice touch.
Since the Thanksgiving cards went out, I have received several very nice emails, calls and comments from my clients – all of them were totally unexpected. I want to share one comment with you that a client wrote in an email: “Thank you for the card. I was very surprised and extremely moved by it.” Wow, I didn’t really think a simple card could elicit such a response from my clients! Take care and all the best for a wonderful Thanksgiving to you and yours.
Eastern Canadian Advisor
