Seminar Success Zone
Surefire Client Retention HAVE YOU PRUNED YOUR BOOK? If so, PLEASE TAKE MY SURVEY.

In my Research Magazine article, “The Undead Rise Again,” I wrote:

John Bowen uses survey data to help prove his point that getting rid of clients is a good thing. I think he surveyed the wrong people. The correct sample would be FAs who got rid of clients. What effects did that act have on your clients, your business, and you? If you did the deed, especially if you did it at least two years ago, please do not pass go, but proceed directly to: www.billgood.com/retention. Complete this survey, and when published, I will send you my enhanced eBook Making Referrals Happen.

Take Book Pruning Survey Here

FREE OFFERS

In “The Undead Rise Again,” I offered two FREE white papers:

These two white papers will show you without a doubt that you are your biggest enemy as far as client retention is concerned.

“Survival Strategy #1: Keep What You’ve Got.”  This lays out the ten points in our Client Relationship Retention Formula.”

“Case Against Book Pruning”   This is the series of Research Magazine articles run since 1992 fighting against the idea that you build your business by getting rid of clients.

I have also added an additional white paper to help you develop the client marketing portion of your business plan.

Client Retention Strategy: This lays out the core of your client marketing plan.

When you download these white papers, we will ask you for a bit of information.
You then get a free account at the BGM Website with access to lots of freebies.

How does your client retention strategy stack up? Your Answer BGM System User
You have a strategy ready to go when a financial crisis hits.
?
YES
You know and use the keys to providing GREAT SERVICE.
?
YES
Every client and prospect gets a letter from you EVERY MONTH about something the client is interested in.
?
YES
You have and use lots of “etiquette letters,” taking care to acknowledge, thank, and to appreciate the important events in life.
?
YES
Every client and spouse gets a birthday letter every month and every year the letter changes.
?
YES
At least once a year, you invite every client to an educational seminar appropriate to his or her knowledge level.
?
YES
You have a disciplined method to keep track of client review, and insure that every client receives an invitation to a thorough performance review.
?
YES
At least once a year, you invite every client to a client appreciation event.
?
YES

 

DO YOU MAKE THESE MISTAKES IN TEAM BUILDING?

Your Service Assistant Also Updates Your Database.  (Service or data management will suffer)

You have a Sales/Service Assistant.  (No You Don't.  You Have a Service Assistant.)

You don't have a team because you think you have to hire full time. (Start with a virtual team.)

Learn how to build a team, step by step, without going to the poor house.  (Build in the correct order and it self-funds.)

Download FREE White Paper

"SUREFIRE TEAM DEVELOPMENT"  by Bill Good

When you download this white paper, you will automatically create a FREE account at the BGM Website. You not only get this white paper, but you get free access to over 300 Bill Good articles, over 20 white papers, Live and Archived Conference Calls, and much, much more.