How do I check-in with a client without sounding like a salesman? Want to check in via email, have a new relationship with these clients.

like
Posting as :
works at
You are currently posting as works at

Don’t sell them anything and talk to them about what’s new in their life. If you don’t have anything to sell them have a genuine conversation with them

like

Don’t email...pick up the phone and give them a call. With all of the recent market volatility, there should be plenty to talk about

like

I tell my wholesalers to check in on Fridays. Those that don't respect that get told to quit calling. Ask what is generally the best day to check in. First timers are given a break.

Also, call with new info and true educational reports. A VA wholesaler can send info as to why VAs in a distribution portfolio reduces risk, but it best be generic and third party.

Mail me the report with a note that says "I'm calling Friday morning, wanted to discuss this..." and I'm likely to actually look at it.

like

As a wholesaler, also interested... what check ins would you suggest if I was calling you?

Just checking in to say hi and see if there is anything you need help with. Or, just checking in to say hinandnlet you.know about a new tool, etc.

like

I like for my wholesalers to bring valuable info to justify my time (and so wholesaler not wasting theirs)... bring me insight/intelligence on what most successful advisors they know are doing. Bring me an asset gathering idea. And let me know which of their products set themselves apart from the others and why. And have an internal who is on top of their game and follows up.

Related Posts

My barista asked me if I wanted a bigger size. Was she hitting on me?

funnylike

Anyone else work at a firm where practice group leaders and name partners publicly praise some partners at all-hands meetings and shame the partners that are currently on their shit list with sarcasm in front of associates? It seems so toxic. As a recent lateral, it’s hard to get over it, and I keep thinking WTAF? 😳 Is this normal? I don’t think associates should see partner in-fighting

likefunny
like

Had our Reg BI call today, and the name of the game is disclosure. While the actual client conversations will change little, the amount of additional paperwork/notes/disclosures for us feels like overkill. I understand it, bit how are your firm's adapting?

like

How is wlb, hike and growth Morgan Stanley project in Capgemini company for 6.5+yoe in MainframeCapgemini

like

When I ask my manager for advice about how to do something, he usually just tells me I'll "figure it out yourself." But when it comes down to it, he doesn't help me at all by doing that—he just makes me feel like an idiot. And then when I do figure it out myself and bring the answer back to him, he won't even look at it! He'll just say something like "Oh yeah, thank you," and give me another assignment.

like

I received a report that my employees are having phone conversations with ex-employees and discussing work-related events. I am not physically at this location & I’m not sure if this is happening on the clock or not. All employees have signed confidentiality agreements. In our line of work it is important that we do not disclose private company information due to competitors and liabilities. Any recommendations on how to handle this?

like

How is GE (General electric) project in Genpact? Any Genpact fishes here or anyone has idea about the WLB and type of work and scale of team etc? Genpact General Electric Company

like

What are some things you can do when you feel like you aren’t fitting in with your team?

helpful

Hello, I am working in HCL Technologiesas L1 resource my CWL is nagpur but I want to change my working location . It was changed a few months back but they have referred back to nagpur again saying because of some policies so I asked for a project change thought it may be useful for location change, it's been 23 months in my current project I asked for release but my sdm is not willing to release. I cannot travel back to Nagpur vijaywada is my nearest location. Please suggest how I can proceed.

like

What is something you want in a partner but is so absolutely ridiculous and can't put it in your profile?

E.g., they must be into manga/anime, but not to the point they drag me to a con to cosplay

like

Any kinetic typography lovers in here? Have a design project!

like

Hello Guys, I've joined Accenture in the last month, still I've not been assigned any project. What should I do? CL 9

like

Anyone here work at one of the Big 4 tax in Florida, preferably High Net Worth Individuals, Private Wealth or Private Client Services?

Would love to have a chat about how you find it etc

like

Sigh. Do 5 things right and get stuffed by the partner on the 1 thing. Feeling like crap, despondent because this guy clearly hates me now and I was trying to prove myself on this matter. Down the toilet and into the shitter here we go

like

When you become EXECUTIVE creative director, do you have to dress executively like with executive slacks or can you still wear the denim pants?

funnylikeuplifting

Are all the seniors in KGDC too arrogant? Like they blame the new joiner without checking the facts and treat them as some piece of trash? Because I have been facing this issue in my team. Wanting to know if that’s the case in any other team

like

I have been converted to B2 in December 2020 from a wasian. Am I eligible for band progression this time..?
I have seen mail stating your last promotion should be before July 2021 so I fit in that. And my performance is also good in current project from January 2021.
I have messaged my manager to nominate me for band progression, he read that but didn't reply anything. He is not so co-operative and my TL is new to project.
What should I do.

like

Has anyone else been contacted by Deloitte to be assigned on a Consulting project about 10 days before the start date? I have a call scheduled for tomorrow with a Deloitte partner and not sure what to expect.

likefunny

Gents, any recommendations for comfortable dress shoes?

Looking for something passably formal enough for the office (PE firm), feels like sneakers, and under ~$200 if possible.

like

More Posts

Are convertibles included in nationals executive area?

like

What is the salary range for senior associate it strategy at kpmg? Tier 1 city

like

Got 150k saved up, can I buy anything worthy with this as a down payment at the moment?

like

How do you leave fairly quickly without burning bridges? There’s a lot of folks rooting for me here who will be disappointed (but of course not holding my life back for them)

likefunnysmart

Hi Guys,

I have 4.6 years experience in TCS.
Got two offers from capgemini and Cognizant with 130% & 150% hike.

Which one should i have to join.

Kindly suggest.

Hi,
Wanted to know thoughts of working mothers at TCS. Is the company policy supportive of working mothers in terms of wlb, flexibility? Or is it project based or manager based?

like

Are there any good certificate programs anyone would recommend for fiancé or marketing? Looking to continue my education without a full time student commitment.

like

Top consulting firms in the aviation / urban air mobility space?

like

Does anyone have motivating/good sales books to recommend?

like

How to change profiles and industries when everyone wants to shortlist resumes mentioning similar experiences ?

like

Kindly help with 11 likes to support DM!!

likesmart

Been on H1B since 2012. If my H1B amendment gets rejected, will my next employer have to apply for a fresh H1 via lottery or can they still do an H1 transfer?

like

Tips on how to get into corporate event planning as a side hustle? Interested in contract work for companies that don’t necessarily want to pay a full time events person.

like

Those in research: how long do you plan on staying?

like

Is it normal that your heart beats faster when you see someone you love or someone you hate?

like

Deloitte people working in ITPP. What are the food options there? ZS shifted recently there and I don't see a lot of options

like

My agency is looking for mid-level-ish copywriters and AD’s. Brand work experience is a must. Send me your book and i’ll give you the deets and refer you if you’re a good fit.

like

A gift from a well-meaning friend. I don’t begrudge them, as I surprised them with cookies and a nice wine with about an hour’s notice.

I think I know the answer already, but is this worth a try or just regift?

Post Photo
like
like

Additional Posts in Financial Advisors

Tips for dealing with the fatigue of a long commute (1hr 45mins each way)? I have trouble focusing, being excited, and/or having energy for anything after work or in the mornings.

When did it become time for you to decide to finally hire an assistant?

like

Just got a Costco membership. Best deals you’ve gotten? Favorite things you buy there?

like

What is your nightly routine? I am struggling to find consistency and looking for some tips

like

As silly as this may sound, how do I learn to let “work be work” and not let it be my source of identity?

What are the best and most interesting benefits that you have at your job?

like

I’m working on a list of what’s important for me to have at my new firm and scoring my options on a scale of 1-5. Here’s what I’ve come up with so far (in no particular order): income and income potential, control over my schedule, marketing support, marketing freedom, product suite, technology stack, diversity, work/life balance, ease of doing business, and administrative support. What items am I missing? What’s important to you and how does your firm score?

like

FB dropped a brick on Jio. Wow.

like

Most random way you've gainned a client?

like

How soon should someone start thinking about pursuing CFP or CFA designation? What are the requirements and is it worth it?

like

Anyone here transition from life insurance and annuities to financial planning? How did you do it?

like

New CPA in our building and asks are you a CFP? I say no and she says "Oh I was jw cuz I have people ask if I know a good planner." We agreed to talk but I need a way to deflect the "non-CFP" thing

like

I have a job interview tomorrow, and I'm so prepared, I'm so ready to go! I want this job so badly!! EEEKKK. can everyone just send in some good vibes!

likehelpfulfunny

Do your relgious or political views factor into your investment decisions?

like

I’m 27 and don’t have my shit together. I have no idea who I am, what my goals are, or where I want to be. I do the bare minimum at work and feel overall discontent. Any advice?

like

Women - where do you get your business clothes?

like

Looking at purchasing an existing book that is 100% fee based. What’s a good multiple to expect on acquisition price? 2.5-3x’s?

like

What service do you rec to set up conference calls? I feel like a douche still doing it on my own telephone. What does it cost to do this?

like