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Reciprocate: Stage 5 of the ENCORE Approach
The art, science and importance of expressing appreciation, saying thank you. Whether you're thanking your clients for their business, your team for their support or your strategic partners for their professionalism, saying "thank you" is extraordinarily powerful for developing "encores" for your practice.
Questions to Consider: Do you go out of your way to say "thank you" and give
back to your key constituencies -- clients, team, supporters and community?
The categories below contain tools to help you Reciprocate: THANKS TO CLIENTS and THANKS TO TEAM.
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THANKS TO CLIENTS |
 2009 Christmas and Holiday Letters for Clients and Prospects
Rob Brown
Our letters are one of the most popular features of our website. They are easy to download, customize and merge with your client (or prospect) mailing list. Because they are written by authors who have years of compliance experience, they usually fly through any compliance approval procedures. Based on a recent request from one of our members, I wrote two year-end letters to offer your clients (and prospects) holiday greetings. I hope you'll put these greetings to work as standalone letters or as the personalized messages you add to your cards, notes and emails. . . . keep reading
 A Time to Say Thanks
Rob Brown
As we approach the Thanksgiving season, take the opportunity to thank those who are important to both your professional and personal lives. This coaching session contains some helpful tips. . . . keep reading
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THANKS TO TEAM |
A Time to Say Thanks
Rob Brown
As we approach the Thanksgiving season, take the opportunity to thank those who are important to both your professional and personal lives. This coaching session contains some helpful tips. . . . keep reading
 How to Show Confidence in Your Team through Stressful Times
Rob Brown
Over the last couple weeks I have been detailing six strategies for surviving and thriving during the current market turbulence. So far we've covered client care and referral ideas, this week we'll look at ways to strengthen your team. You need to be aware of the way recent events are affecting your teammates. The same stress you and your clients are feeling could be impacting the folks who help you run your practice. . . . keep reading
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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
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An Idea for Networking with CPAs during Tax Season
Rob Brown
Last week, I received a call from a member who was looking for a way to strengthen his relationships with CPAs during the tax season. In addition to making outgoing referrals, this financial advisor wanted to encourage the CPAs with whom he networked to remember him if they ran into tax clients who needed some investment or financial planning help. This coaching session contains a "sweet" idea. . . .
keep reading
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2009 Christmas and Holiday Letters for Clients and Prospects
Rob Brown
Our letters are one of the most popular features of our website. They are easy to download, customize and merge with your client (or prospect) mailing list. Because they are written by authors who have years of compliance experience, they usually fly through any compliance approval procedures. Based on a recent request from one of our members, I wrote two year-end letters to offer your clients (and prospects) holiday greetings. I hope you'll put these greetings to work as standalone letters or as the personalized messages you add to your cards, notes and emails. . . .
keep reading
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Halloween Letter for Clients
Roberta Eckert
Fun letters can be a big part of Delivering the Ultimate Client Experience. They're a great way to let your clients know that you're thinking about them - spreading appreciation for their business. This coaching session contains a simple "Halloween Letter" that you can download, edit to your liking and merge with your client mailing (or emailing) list. . . .
keep reading
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| "Benefits to working with Rob Brown and EncoreAdvisor.com: vacation in Hawaii, 2 family vacations this year and a new car. Great tools to grow your practice."
Ron - CPA, CFP
RIA
Omaha
"I can't tell you how much insight I am getting from your website. Specifically, I like the fact that I can email questions and you respond so quickly."
AR
Wealth Advisor
Scotia McLeod
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Greg - CPA/PFS, CFP
Wealth Manager
California
"Thanks to one simple idea, I have done more business in the last 8 days than I did over the 4 previous months."
Laura
Raymond James
Florida
"Over the past 12 months, my business is up more than 60%. Your ideas are now a regular part of my routine... Making the ideas actionable is key!”
Dennis
Morgan Stanley
Alabama
"I have found my one year membership to be one of the best business investments I have ever made. Your structure and content are marvelous."
John
Independent Rep
New York |
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