Utilizing superior communication and service along with your client management process to build long-term, loyal client relationships.  Strive to Deliver the Ultimate Client Experience.

Questions to Consider:  Do you focus your time on client-facing activities?  Have you segmented your clientele?  Does each of your client segments know what to expect from you? Do you regularly profile your clients?  Are your clients advocates for your business?

The categories below supply tools to help you Orchestrate: COMMUNICATION AND SERVICE, CLIENT CAMPAIGNS, and ADVOCACY.

COMMUNICATION AND SERVICE Ultimate Client Experience: Daylight Saving Time Client Letter Rob Brown A couple years ago, one of my members suggested that sending a friendly reminder about Daylight Saving Time would be a nice "client touch". I agreed. So I wrote a short letter quoting Benjamin Franklin who is given credit for coming up with the idea. I recently updated the letter for 2010. If you're looking for a simple way to remind your clients that they're always in your thoughts, mail or email this letter to your clients this week. . . . keep reading Help Your Clients Simplify their Tax Preparation Rob Brown Helping your clients organize their tax information presents you with a chance to provide a value-added service while potentially uncovering new business opportunities. This coaching session gives you a template for a personal client letter and a tax planning "tip sheet". This session is part of our ongoing "Delivering the Ultimate Client Experience" series. . . . keep reading More

CLIENT CAMPAIGNS Help Your Clients Simplify their Tax Preparation Rob Brown Helping your clients organize their tax information presents you with a chance to provide a value-added service while potentially uncovering new business opportunities. This coaching session gives you a template for a personal client letter and a tax planning "tip sheet". This session is part of our ongoing "Delivering the Ultimate Client Experience" series. . . . keep reading Comprehensive Version - 2010 Client New Year Letter and Questionnaire Rob Brown If you're working on a 2010 kickoff letter for your clients, you'll find the template in this coaching session to be most helpful. In this easy to customize letter, you'll be able to give your clients a big picture overview of the year ahead and begin setting the stage for your review meetings. This letter can be sent with either version of our "2010 Preferred Client Questionnaire" or as a standalone letter. . . . keep reading More

ADVOCACY Do your referral conversations produce meaningful results? Rob Brown Sometimes financial advisors allow their referral strategies to become cumbersome and clunky. For some unknown reason, you overcomplicate them. You forget the value of the work you do for your clients, so you apologetically stumble through your referral conversation. Or you don't have one at all. If your approach to referrals needs some fine-tuning, this blog post offers four important questions that should help you get your referral conversations back on track. . . . keep reading Wecast Replay: Are you ready to run a referral-only practice? Rob Brown With a referral-only practice, you end up doing more business the way you enjoy doing business with the type of people who make it more fun. Plus, a good stream of referrals can eliminate the need for other timely and more costly marketing strategies. This webcast replay will help you answer the question: "Are you ready to run a referral-only practice?" . . . keep reading More