How Do You Get on Your Client's Speed Dial?

"body">Here's what it takes.
How would you like to have every one of your1. Developing rich, unique and interesting message
clients call you every time they opened a case? Howcontent
about being called so often that you're on your best2. An eye pleasing format with a personal connection
client's speed dial? With all the distractions in theirto you
day, how do you stay visible to them? What will help3. An automatic and reliable delivery system and a
them remember you when they open a case? Andclient email database
what about prospect contact?4. A schedule you stick to (weekly, bi-weekly,
Nothing beats a personal visit and making a goodmonthly)
impression, but neither you nor they want that everyThe content is the big commitment. It takes several
week, and the cost in time and money is prohibitive.hours to develop or find an article to send. But one
Making weekly phone calls takes a lot of time andmessage will serve all your clients and takes less time
you may be thought a pest after a while. Most ofthan a call or visit. They may even value the
your calls will hit a voicemail message anyway. Howmessage more. For your largest clients and your
useful is that? If you want some "client mindshare",national accounts, you may want to send a message
you can get it with a message that stands out fromspecific to them periodically.
the hundreds of emails and phone calls they getI send monthly memos to a database of over 800
every day, and if your message is valuable to them.names, and weekly Time Out messages to a group
Here's what you need to get mindshare.of 350 mostly financial advisors. The memo you're
1. A unique and valuable message for themreading is sent weekly to just EPS employees. Your
2. A memorable and convenient way for them to getcompetition is calling your clients every day. With
the messageyour busy schedule, how do you keep all your clients
3. Repetitionand prospects thinking of you?