socialising with client

Using Facebook For Business: Where’s the line?

September 10, 2021

Many advisers wanting more customers are hesitant about using Facebook for business as they struggle to figure out where the line is between being social and being commercial and being too personal. Understandable really…it IS…

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socialising with clients

Socialise With Key Clients And Get More Business

August 9, 2021

We know intuitively that when we socialise with key clients it builds trust and ultimately we get more business. More conversations create more opportunities, right? What we don’t know though is how much more business…

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center of influence referral marketing

Bring Back The Long Lunch…it will be good for your business!

August 6, 2021

Tom Peters suggested many years ago that one of the most effective marketing activities a professional could engage in were weekday lunches. 250 of them in fact over the course of the year. That is…

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social-media-friend-request

To Friend or Not-Friend With Clients on Social Media?

June 14, 2021

Connecting with clients on social media can lead to closer relationships and even genuine friendships , which equals greater lifetime value of the client, right? But then….it can kill professional client relationships too. So what…

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