I’d been thinking that I should send some thank you notes–handwritten, on paper, and mailed with a stamp–to some clients. I put pushed this thought to the back of my mind for few weeks, because it’s just a little thing, right? Once I sat down, wrote and mailed them, I felt an noticeable lift in … Continue reading Little Things Create Big Meaning
Think of your business like a neighborhood. A cozy one, where everyone is friendly. And they all know you.
That’s how you bring buyers in and keep them. Visit them–don’t wait for them to visit you. Give them small gifts. Say ‘hello’ often, even if you’re passing by.
Make it clear that the neighborhood wouldn’t be the same without them. And they will feel the same about your company, again and again.
How likely are you to hire a lawyer whose legal matters are unfinished? A CPA whose financials are a mess? A poor wealth manager? Whatever you offer to buyers, if you want credibility, you need to be an exemplar. I was reminded of this while re-reading a book about business growth. In every conversation I … Continue reading Do You Practice Your Own Advice?
Wealth managers and financial advisers have to carefully watch that they comply with many rules. Often they publish newsletters that include pre-approved content, also known as canned content. They’re safe and boring! One adviser decided to keep top of mind with her clients by writing only about everything except financial stuff. Her adventures, family, reading, … Continue reading Be Like This Financial Adviser: Not Boring!