Delight clients, win more business, retain business and generate a stream of qualified referrals.
Referrals, retention and additional business come from "delighted" clients. Gain specifc strategies to communicate, follow up, mail, and meet with clients in order to achieve Client Delight.
This system includes an instructional booklet packed with the how to's of client delight, client letters, forms, postcards, a client survey and new client calls and letters.
All of the tools and templates are ready to use and easily accessible on a data CD-ROM. (WORKBOOK—53 pages, AUDIO CD-ROM &DATA CD-ROM). Click here for more information.
About the Author...
Maribeth Kuzmeski, MBA, RFC
Maribeth personally consults some of the nation's top financial advisors, and under her guidance one advisor built a business from $10 million to $200 million in money under management in five years. She has spoken at MDRT and has an MBA in Marketing.
Maribeth is author of four books including 85 Million Dollar Tips for Financial Advisors, has appeared on TV and radio stations across the United States and has written articles appearing in hundreds of publications including National Underwriter, Business Week and Entrepreneur.
Maribeth presents ideas that are working in financial services businesses today including simple, inexpensive strategies that are in practice in multi-million dollar grossing offices. Her ideas are not theory, but ideas that can be implemented immediately.