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Surprise and Delight
Building Customer Loyalty with Thoughtful Action One of the most effective ways to nurture client relationships and enhance customer loyalty is implementing a “Surprise & Delight” process. This is a way to show your clients that you’re thinking about them, and that you care about what’s important to them. In fact, studies show that memorable experiences created by a “Surprise and Delight” effort make clients feel more listened to and more appreciated. “Surprise and Delight” has a direct impact on retaining clients as well as acquiring new clients through referrals.
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3 Steps to Creating Professional Partnerships
One of the best ways to grow your business is through referrals from other professionals. How do you identify and nurture center of influence (COI) partnerships to ensure that they are mutually beneficial? Follow this 3-step process.
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Executive Brief: Five Things You Need to Know About Buying Or Selling
In the life of every business, the issues of succession planning become part of retirement discussions. Planning ahead for that day, and aligning your business for an eventual transfer, is one of the smartest things you can do. Here are five things you need to know.
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Executive Brief: Continuity Planning
Do you plan to retire in the near future? Do you have enough life insurance or other assets to care for your family if you are not around? Do you have a high-risk lifestyle? A continuity plan is important to have in place — here's why.
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Executive Brief: Your Emergency Marketing Kit
How prepared are you — and your practice — for unexpected disruptions? Improvising during a crisis isn’t ideal and can lead to unnecessary stress for both you and your clients. To instill client confidence, ensure business continuity, and emerge stronger from unexpected events, you need a plan.
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Are You Prepared to Prevent a Cyberattack?
Many financial professionals aren’t so sure. The good news is that there are steps you can take to protect your business.
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