Get Your Year in Gear “A 12 Week Campaign for Your 2012 Strong 1st Quarter Launch”
12 Key Strategies for Your Success
More Profit in Less Time, with Less Stress and More Joy
Welcome back, for Week 6
Have exceptionally delighted clients and a system for delivering/managing that
Several months ago, I delivered a presentation (available here), titled:
Retaining and Developing Your Best Clients
(Click the above to download the Word document.)
Its basic purpose?
- to retain your best clients and have them be raving fans as a result of exceptional service
- to expand the size/value/worth of those relationships and attract promising, ideal referrals
The goal for that presentation?
- To create a system that meets/exceeds client’s expectations and leaves them delighted
- Determine frequency/nature of communications, so you can measure and manage well
Your intended system would cover 5 basic areas:
- Client Segmentation
- Developing the Client Experience
- Client Communication Plan
- Client Education Plan
- Client Appreciation Plan
Focus is systems. You set up systems, work the systems and the systems work for you. SYSTEMS?
- · Save
- · Your
- · Self
- · Time
- · Energy
- · Money &
- · Stress
Obvious leverage and greater ease, yes? And from a number of years ago, I also created a workbook.
Click here for the DELIVER A ‘WOW’ PRACTICE Workshop – a whole different set of ideas
Talking about systems – you must have read Michael Gerber’s seminal book on this topic, yes?
The E-Myth Revisited: Why Most Small Businesses Don’t Work and What to Do About It by Michael E. Gerber
In an article by the Wall Street Journal titled, “The Best Advice Around, By Those who Took It,” posted November 14, 2011, the E-Myth Revisited book is listed as the top business development book for business owners looking to actually implement change in their businesses. Here it is:
but how about this??
An additional Bonus suggestion, in that light and recommended book/reading?
The E-Myth Financial Advisor – Michael E. Gerber (Author), Michael Steranka (Author)
5.0 out of 5 stars Outstanding and Must Read for Financial Advisors, July 22, 2011
By J. Cumrine (Loveland, CO)
This review is from: The E-Myth Financial Advisor (Hardcover)
“I know, there are about a thousand books out there on creating a successful Financial Services practice. However, Michael Steranka is a genius when it comes to building a practice. Having only been in the business for about 20 years, Mike has figured it out, and he’s passing that information along to us. I have been fortunate to work a little closer to Mike with one of the companies we both belong to and I can tell you that he is a wealth of knowledge and is eager to help. Will this book solve all of your business practice problems? Probably not. But if you put these strategies and practices into play within your own financial firm you will see a dramatic change for the better. Definitely a must read for financial advisors.”
On a final note – you a reader/student of Michael E. Gerber’s books? If so, why not talk?
That’s it for this week – yes, let’s talk again soon – best in the coming days. See you next week!!
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