In order for a discussion to be useful, it must have a structure
Yearend is a good time to review your strategy and ensure your messages are resonating with clients
There’s lots you can do to strengthen your bond with your clients
Relating experiences about yourself, your values and other clients can help you build trust
Focus on long-term goals rather than short-term performance
While a growing number of clients retain multiple homes, there are many ways to stay in touch
Recording and documenting conversations with clients helps to ensure you understand each other
Defining the terms of your relationship creates a tone of professionalism
Deepen your relationships and make yourself indispensible
Go beyond “know your client” and find out as much as you can about your clients