4 Easy Ways to Stay Connected With Your Clients This Summer

Summer is the perfect time to enjoy a well-deserved vacation. Although many summer vacations have morphed into staycations this year, most people are still taking time off to spend with their families. While people are taking a much-needed break from the stressors of life, it can make it a difficult time for financial professionals to grow their business.

If you're wondering how you can boost your client interaction through the end of the Summer, here are four great tips that can help!

Share Updates About Your Business

Did you know that 61% of people want to receive monthly emails from a business they frequent? Whether you’re moving offices, hiring a new team member, or just changing your hours for the Summer, an email that keeps your clients updated on your operations is a great way to keep you on their minds.

Propose “Next-Generation” Meetings

We raise our kids and try to set them up for success, but even our best efforts to prepare them can't ease our worries about their financial future - now and after we are gone. If you’re looking to stay in touch with customers and grow your business, try suggesting to your clients that you can sit down with their kids to help chart their eventual path to retirement. 

Anticipate Your Clients’ Needs

Successful financial professionals are consistently forecasting their clients’ needs. Contacting your customers about timely offers is a great way to stay in touch and build their trust. Have they talked about retiring to a certain part of the country? Keep your eye on the real estate market in that area and make them aware if there is a unique opportunity to buy.

Connect Over Social Media

People are using social media now more than ever to stay connected with friends, keep updated on current events, and stay in touch with local businesses. Having updated social media pages is a must in this day and age! These platforms allow you to stay in touch with your clients and vice versa. If you have a social media page and want to grow your followers through your client list, send them an email, and invite them to follow your page for important updates and educational content. If the thought of diving into the social media world seems daunting, DMI can help! We have a proven solution with our recently launched Social Simplified program, to help you stay in front of your target audience with the content they are looking for.
 

Want to boost your appointment bookings and grow your business? Visit our website or call DMI today at (800) 322-6342 to find out how our products and services can help you grow beyond your goals.

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DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and operations.

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    DMI was founded in 1989 to provide financial advisors three dynamic elements for success: marketing services, sales consulting and business management.

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