A Rant on Client Communication, Client Retention, and a Foundational Requirement to Generate Referrals.
A friend and mentor that I’ve worked with for 20+ years has a phrase that is extremely useful to reframe your thinking. It’s “Make a Sale to Create a Customer” – rather than create a customer to make a sale.
I spend about 20 minutes expanding upon client communication. Client development, improving satisfaction and retention, and the base requirement for referrals are topics covered. And I think you’ll find this relatively short video (19 minutes more or less) to be well worth the effort.
As always, I’d love to chat with you personally about your client communication and retention. You can request my books and schedule an appointment by visiting www.AdvisorWealthMastery.com and filling out the form.