This guy did.<\/p>\n A long-time\u00a0Blueleaf<\/a> user\u00a0attributes much of his success to reaching out to clients at least 150-200 times per year. (Yes, that frequently.) This volume translates into a minimum of 12.5 touches per month. Clearly, he’s got client engagement down to a science.\u00a0Given that his midsize firm is growing at this impressive rate, we know he\u2019s on to something.<\/p>\n Keeping clients happy is smart business.<\/p>\n It\u2019s 5 times easier (and less expensive) for an advisor to keep an existing client than to attract a new one. Happy clients who feel valued and respected are also more likely to talk about your business and refer people they know. He’s found that more client contact = more new clients.<\/p>\n It all makes logistical sense, and you\u2019ve heard about this kind of “client engagement” before, but you have a few big questions.<\/strong> Well, we got the\u00a0answers.<\/p>\n A variety of things. And that\u2019s why it works. In his words\u2026<\/p>\n POLLS<\/p>\n First, it\u2019s important to know we regularly poll clients and our blog followers using Survey Monkey. This helps us know better how our clients are feeling, what they are worried about, and how we can better serve them.\u00a0If you don’t ask, you’re just guessing.<\/p>\n Among other things, we use this information to deliver helpful, highly relevant content.<\/p><\/blockquote>\n BLOGGING<\/p>\n We write helpful blog content at least twice each month, and we average about 4.<\/p>\n The best way to de\ufb01ne \u201chelpful\u201d content is to speci\ufb01cally poll clients (again, use Survey Monkey or similar). Again, if you don’t ask, you’re just guessing.<\/p>\n A great question to explore this is, “If you use the internet to search for answers to \ufb01nancial questions, what questions speci\ufb01cally are you trying to solve?” \u00a0This is great because if your best clients provide feedback you’ll know exactly what type of information you should be publishing in order for other similar potential clients to \ufb01nd. \u00a0Long tail questions like, “How to choose the best pension option from Boeing?” will be narrowly searched, but those searching for it are great potential clients. \u00a0They are at a point of immediate need, and a point where serious money is certainly in motion.<\/p><\/blockquote>\n VIRTUAL CHECK-IN\u2019s<\/p>\n We do “virtual” meetings with clients every 6 months. \u00a0We use Blueleaf as the screen sharing component so clients can easily see the two things they always want to know:<\/p>\n 1) What do I have?; and 2) How am I doing?<\/p>\n Virtual meetings + Blueleaf = I\u2019m able to (and do) work with clients from anywhere.<\/p><\/blockquote>\n GOOD OL\u2019 NEWSLETTER<\/p>\n We do a short (just two articles and two pages) newsletter for all clients, monthly. \u00a0This was professionally designed and branded, and includes the photo of each advisor so every client \u201csees\u201d their speci\ufb01c advisor on a monthly basis.<\/p><\/blockquote>\n Well, remember that a touch can be delivered in various ways: in person, via email, phone, social media, or traditional mail. By mixing push methods and pull methods (like email and blogging), clients will consume what they like and happily skip the rest. This kind of frequent contact with thoughtfully shaped messages that reflect clients\u2019 individual interests powerfully reminds clients of your value even if some of the content is \u201cignored\u201d by some clients.<\/p>\n The more clients feel you\u2019re delivering value to them, the happier they\u2019ll be. The happier your clients, the more likely they are to give referrals\u2014which of course are essential to growing your business. Also, if you\u2019re not proactively reaching out to your clients, be aware that other advisors are. It\u2019s na\u00efve to think that if they\u2019re in your book, they\u2019re your client forever. Once you\u2019ve invested in a client relationship, you have to protect your investment if you want to prosper in the long run.<\/p>\n Of course the only way to deliver this volume of client touches is via automation. Four of his 12 monthly emails are automated by his Blueleaf<\/a>\u00a0client engagement tool, for example. To get general help with automated emails,check out\u00a0Page 7 of this whitepaper<\/a>\u00a0(and you’ll find out who the advisor is!).<\/p>\n This article includes excerpts from the free whitepaper downloads, How To Generate More Referrals Automatically<\/a> and The Ultimate Lesson for Effective Client Meetings<\/a>. Download copies to get access to \u201cHow To\u201d help for implementing a content strategy in your advisory business today.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":" Most advisors hear “annual growth strategy” and think marketing ads, networking events, social media, client referrals, and other forms of actively pursuing new prospects. But one midsize advisor found a\u00a0not-so-typical marketing strategy\u00a0that’s helping him\u00a0maintain 50+% annual growth: Routine\u00a0engagement\u00a0with his current clients. And frequently. 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Who would’ve thought increasing the contact you have with current clients would drastically effect the number of new<\/em> clients flocking\u00a0to your firm?<\/p>\n12.5 touches per month? What do you say?<\/h3>\n
How does he manage to reach all of his clients so frequently without becoming annoying<\/em>?<\/h3>\n
How does he manage to reach all of his clients so frequently without adding 40 hrs\/week of additional work?<\/h3>\n