Are you sure your clients know what else you COULD do for them?
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Are you sure your clients know what else you COULD do for them?

January 26, 2024

by Tony Vidler  CFP logo   CLU logo  ChFC logo

All too often advisers are disappointed to find that a client has done business elsewhere…that their “main” adviser could have done for them!

The reason is usually a very simple one: the clients do not know everything we could do for them.  Or perhaps they did know, but forgot.  Or worse, the “main” adviser doesn’t actually have top-of-mind-awareness with the client…they just didn’t think of them.

In this quick video we discuss the ways you could and should be ensuring your clients are aware of the full range of services that you can provide, or the problems you can fix for them, and how to build that promotion into every facet of your service offering.

Losing good business with a person who you have already turned into a good client simply because they were unaware of what else you could do, but haven’t done for them yet, can have a significant impact on your bottom line – and it is such a waste of what should have been the easiest opportunities you can generate…

…watch the video to learn more… 

You might also be interested in this related article:
Patience Pays Off! (perhaps more than ever before!)
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