Trusted Advisors Retain More Clients
Learn 5 Secret Marketing Strategies To Improve Client Retention
Order Your Free Trusted Advisor Marketing Guide & Folder Samples
Watch our helpful Trusted Advisor Video Series and learn 5 strategic brand marketing “touchpoints” that can help you build long-term client loyalty. Order our free Trusted Advisor Marketing Guide and Premium Folder Samples to see how we can help improve your brand experience and strengthen your client relationships.
Touchpoint One
How To Brand Your Image of Excellence
Invest in your brand and reinforce the value of your professional work
Your brand is the “single most important investment you can make in your business. ” In the current low-touch, no-touch business climate, it’s never been more important to touch your clients with a physical representation of your brand. Watch this video to learn more.
Touchpoint Two
Why You Should Thank Your Clients
Nurture your important relationships with an attitude of gratitude
Companies that employ High-Touch business practices retain more clients over a longer period of time. Watch this video to see how something as simple as a printed thank you message can help you touch your client’s emotions and make them feel more valued.
Touchpoint Three
Stay Top Of Mind By Advertising Your Services In Print
Put the “Mere Exposure Effect” to work for you
Clients may already know what a great accountant you are, but do they know you have recently added to the services your firm offers? Marketing and advertising all of your services in print can lead to more business and increased profits. Learn more in this video.
Touchpoint Four
Why You Should Meet With Your Clients More Often
Trusted Advisors meet with their clients more often. Make “quality time” for your clients
As a Trusted Advisor, you know that understanding your clients needs and wants is the key to building trust – and creating a long term business relationship. Watch this video to learn why meeting with your clients more often pays dividends in client loyalty.
Touchpoint Five
Why You Should Market Your Social Media Platforms On Paper
Use the power of print media to better advertise your digital presence
It’s a smart business move to advertise your social media presence in print. In fact, the clean back cover of a Lockhart folder can be used as a subliminally powerful marketing billboard that will promote your social media presence whenever it is in your client’s hands, or is lying on their desk. Learn more in this video.
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