Focus on Phoning & Follow-Up

Recently, I held clinics for two Northwestern Mutual Greater Chicago offices, sharing my methods for client contacting and follow-up. The conference room was filled with financial representatives and staff, looking for new ideas to engage clients.

 
My secret is warm-hearted communication paired with technology.
 
When I reach people, I’m human—interested in their lives, focused on their needs. More importantly, I’m sensitive to their timelines. In other words, I treat each person as if their lives matter.
 
Follow-up can be infuriating. People have so much on their plates, they don't always respond to calls and emails. I simplify this painful issue, creating new habits to make sure no one falls through the cracks. Clients receive service. We learn more about each relationship.

Result: the practice evaluates this information regularly—sorting who is a customer, and who is a long-term client.

 
At the end of the presentation, an advisor...
Continue Reading...
Close

50% Complete

Sign up for my Blog in your inbox

Fill out this form to let me know you'd like to hear more from me on strategies to create raving fans of your practice.