Happy Thanksgiving to those of you in the U.S! Did you eat too much like I did? I am now back to my workout routine and working off the turkey and the homemade pecan pie and pumpkin pie. Every year when my husband offers to make pies I usually say, please DON’T because I know where the leftovers will go. You guessed it, right on my hips.
Today is the last day of November. Are you finished with your year-end planning? What new strategies and tactics have you selected to grow your business in 2011? My clients are busy finalizing their Marketing Plans for the coming year. Many are planning Client Appreciation Events. After all, showing your existing clients that you care about them will give you far more brownie points and referrals than spending many thousands of dollars marketing to strangers using seminars and workshops. If you've never hosted an appreciation event, take a look at this list of ideas.
Another tactic my clients are using is creating a Client Service Matrix that delineates the services their clients will receive at each segmentation level. For example, all "A+" clients will have a private birthday lunch with the advisor, a holiday gift basket, and an invitation to the company's annual dinner at an upscale restaurant. Having this matrix helps the advisory firm plan and implement their marketing so that a good combination of activities are directed at the firm's existing clients.
Lastly, my clients are setting themselves up for success by focusing on the right activities necessary to grow and get out of the old comfort zone. One way to do this is by purchasing my new 90 Days to New Clients Program.
So how are you planning to grow your business and yourself in 2011?
Suzanne Muusers
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