Additional Posts in Financial Advisors
Lincoln Aviator? Replacing an older mdx
Anyone joining on EY india on 08-Nov ping me.
Additional Posts (overall)
Do you ever go nap in your car?
Alright people what's your out?
Best direct mail marketing company?
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I am friends with my clients. Don't block them on fb. I have a general rule that if I wouldn't want to hang out with you one on one for an extended period of time I will not take you on as a client.
How did you leverage it in taking clients with you? Did you post about the move or message them to start a conversation and then let it transition to business? Interesting. Never thought about it from a break away stance. Have just been thinking about socially getting to leverage it and asking for intros to their friends they post about etc
Doing this creates loyalty and helps reduce attrition. Things like this is how I was successful leaving the bank and taking clients with me. I think having a social and business relationship is important. In addition, having the social connection will increase referral opportunities.
Meanwhile my wife thinks it's just weird to be friends with clients. Which from my wife the Facebook queen is an ironic position for her to take.
I'm friends with a lot of clients on FB... I like it because I interact with them in a different light than we do in the office... they comment on pictures of my kids, and I share things on their page that they may find if interest.