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Client Functions: An Ideal Way To Engage Prospects AND Also Make Top Clients Happy
by Tony Vidler An incredibly effective method of marketing for professionals is running client events, however the challenge is getting a decent return on the investment of time and money. Big events where dozens of clients can be entertained have their merits (especially when it comes to educating or transferring knowledge) but rarely do […]
How To Balance Satisfied Clients With Profitability
by Tony Vidler What impact on practice profitability does this have: “Despite ongoing efforts to improve service, positive customer experience levels decreased significantly across the world” This was from a report released a little while ago on the performance of the insurance sector globally, and it highlights a real dilemma for practitioners. […]
Give clients the Red Carpet. (But only a small one!)
by Tony Vidler What is more effective: running a client seminar with 100 guests, or running 5 client events of only a dozen or so at a time? Research suggests that the best financial advisers tend to run smaller and more intimate client appreciation events, and do them regularly. The best advisers […]
by Tony Vidler It is logical to do a bit of client segmentation so that you can figure out what levels of service can be offered to which clients profitably. The funny thing is that most of the time it is the “profitably” part that gets lost in the client categorisation process…. While […]