- Call your ten best clients and tell them you were just wondering how they were doing.
- Deliver candy/donuts/coffee at a client’s office.
- Do the same at your local fire department or police station.
- List your top ten client’s hobbies and interests. Do a web search and send them an article on topics that interest them.
- Help sponsor a client’s family reunion. How will you know if a client has a family reunion? Ask, or have your assistant ask. Not a bad idea to send a letter to A+ clients asking this question.
- Sponsor youth teams or events? Show up at one of their events, encourage the kids, and meet their families.
- Become a speaker for local civic groups and schools
- Co-host a “Driver Safety Course” with AARP. It will save people money on their car insurance, and you get the credit.
- Host a day-trip for retired clients to area attractions. Contact a travel agency to set it up, offer it at cost to attendees, and go on the trip. The travel agency will comp your expenses and you get to spend the day with some of your best clients and prospects.
- Send $5 gift cards from chain restaurants to your A+ client’s the month of their grandchildren’s birthdays. “Thought you might like to take them out for an ice cream.”
- Consider tips 1-9 for your assistants. Your assistants can be your best marketing.
888-445-6423 info@michaelroby.com
Financial Services, Speaker and Coach
Mke, great advice. I have been with LPL for about 90 days and the transition is going great. I would like to visit again in a month or so. I will get in contact. thanks.
Shawn