Perhaps your focus is marketing to high net worth individuals. All you need is 50 clients.
Perhaps you are just getting started and you are cold calling.
Or maybe you are prospecting mass affluent investors.
Whatever your cup of tea, you need a contact strategy. Without one, you will overlook key groups. You will inadvertently ignore important clients and prospects.
You have heard it said countless times, "Sales is a contact sport."
But do you have a contact strategy? Is your database properly segmented so that you can implement a contact strategy?
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|Your Answer||BGM SYSTEM USER|
|Can you send a message to all of your retirees over the age of 75?||?||YES|
|Can you identify your referral networks and tell at a glance that Hyrum referred Albert who referred Cynthia who referred your biggest client, Velda?||?||No problem|
|Can you easily NOT send a message to someone who just received a different message?||?||Simple|
|Can you quickly pull a calling list of everyone who is invested with a particular fund or fund company?||?||Give me a couple of minutes|
|Can you tell at a glance who has not been called?||?||Absolutely|