In our last blog, we spoke about the Service Pyramid and the three levels for acts of kindness. CLICK HERE if you missed it. One of the important comments made in that blog was about successful advisors deliberately seeking out opportunities rather than waiting and randomly sending gifts. The most successful rule in business is to surprise and delight your customers. - Warren Buffett Here are a few guidelines to make the magic of deliberate acts of kindness work more effectively: Document ...
Top 4 Ways Advisors Can Create an Experience
Creating an experience is paramount to becoming more referable. People do not stay at the Ritz Carlton simply for a bed to sleep in at night; there are certainly many cheaper options out there. So what does the Ritz Carlton do? They choose not to compete on price and instead they focus on creating an experience. People stay at the Ritz Carlton because they believe the client experience is second to none. The best financial advisors understand this, so they build their marketing ...
The Advisor’s Dilemma
The quest for more referrals seems to always be at the forefront of advisors’ minds these days. Should the advisor ask for referrals? How will the client respond if asked? It certainly is a dilemma. What adds to the befuddlement is some marketing companies will tell advisors how they should ask for referrals; use these questions, use this setup, send that automated campaign, provide this questionnaire, send this letter. It is exhausting the amount of “solutions” that are available, ...
The Venue for The Marketing Forum
The slideshow above is from the beautiful Hyatt Regency in Orlando, FL. Not only do they offer golf, a full-service spa, and 24-hour in-room dining, but it's also the venue for our live conference focused solely on marketing - The Marketing Forum. During your stay, you'll be in the heart of the action on International Drive. The Hyatt Regency Orlando (formerly The Peabody) brings you within minutes of world-famous theme parks while letting you escape in upscale accommodations and ...
