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Archive for the Events & promotions Category
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Charities give back
The holidays are a great time to show your clients that you appreciate them. If this is done well it strengthens client relationships, helping with both retention and referrals. It is also a great time to support charities, and in doing so you can wo
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Getting referrals without asking
It is no secret that many successful businesses get new clients from their existing clients. For many, it is their main source of growth. Still, some fail in their approach with their clients by looking needy or being too pushy. Mike Byrnes detail
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Cultivate alliance referrals
Mike Byrnes shares examples of what five advisors are doing to strengthen existing alliances to grow by: Getting involved with their groups Co-hosting events Coordinating extended team meetings for clients Sharing knowledge and client infor
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Ten things to think about to plan successful events
1. ROI. What are the objectives? What outcomes make it a success? What is your expected return on the event? Determine the measures of success before moving forward with any event to best guide decisions all along the way. 2. Resources. Who
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