Who will run your CAB meetings?
An experienced facilitator can add value
- By: Fiona Collie
- October 27, 2011 November 17, 2019
- 11:40
An experienced facilitator can add value
Getting the most from your client advisory board
Likeability is a key factor in referrals
Work with COIs to boost referrals
One of the foundations of a successful referral strategy is a compelling story — about how your ideal clients benefit from your unique services. It…
Give it a subject line they can’t resist
Choose compelling topics and be consistent
Meeting a client for coffee
Meet a client for coffee as a casual alternative
A more specific approach gets results
Build trust and grow your business
These mistakes can destroy your chances of scoring points with prospects
Take charge and focus on your guests
Four ways to put guests at ease
The way you prepare and treat your guests is at least as important as the content
Avoiding these common mistakes can improve your client relationships
Here’s how you can enjoy a day on the links if you and your client play a very different game of golf
Interesting subject lines and using conventional language will get clients' attention
Don’t forget your manners and impeccable behaviour when leaving the corporate corridors
If you find yourself making excuses as to why you don’t ask for referrals, here are some tips you should consider
Show that you handle yourself as well on the links as you do in the office
Get more valuable contacts by avoiding these blunders
And how to deal with them
Use these simple techniques to help clients open up about their financial goals
Use these techniques to improve your memory