Updated September 21, 2023 A dollar isn’t worth what it used to be, but try telling that to the Financial Industry Regulatory Authority (FINRA). It’s been nearly 30 years since the FINRA gift rule last adjusted the client gift allowance from $50 to $100. For a financial advisor restricted to such a piddly amount, finding… Read more »
2023 Financial Advisors’ Guide to Client Gifts Under $100
Ep. 374: Top 5 Must-Have Real Estate Landing Pages
Real Estate Landing Pages The landing pages every agent needs to create a reliable and steady stream of new leads Who should listen: Real estate agents wanting to know more about landing pages, the dos and don’ts for creating landing pages, and which are the best real estate landing pages to help them maintain… Read more »
Ep. 335: In This Corner . . . Transactions vs. Relationships 🥊🤕
Relationship Marketing or Transactional Marketing Which is right for you? Who should listen: Salespeople who want a balanced approach to determining the effectiveness between transactional and relationship marketing and help deciding which may be the best fit for them. Key idea: While transactional and relationship marketing are distinctly different strategies, they align on many… Read more »
3 Strategies Financial Advisors Can Use to Build and Nurture Client Relationships
Aside from ensuring that your clients’ money is responsibly invested, one of the most important aspects of your job as a financial advisor is to make your clients feel secure and never regret the trust they’ve put in you. This isn’t simply for their benefit—happy and secure clients are going to remain loyal to you,… Read more »
How to Market Luxury Real Estate to High-End Clients
What makes marketing to high-net-worth individuals, very high-net-worth individuals, and ultra-high-net-worth individuals (HNWIs, VHNWIs, and UHNWIs) such a challenge is that these elite groups of people are both like and not like those of us who have normal jobs. Now, granted, they’re more unlike the majority of us, but the similarities are worth considering. Luxury… Read more »
Ep. 311: How to Do Relationship Marketing the Right Way (with Steve Guilfoile and Shane Shafer)
A Case Study in Relationship Marketing Who should listen: Anyone interested in learning lessons about creating loyal clients and strategic partnerships from relationship marketing experts. Key idea: People want to work with people they like. Action item: Have a conversation with each person in your database until you have profiles that include information about… Read more »
Ep. 310: Naughty or Nice? 12 Tips for Managing Customer Relationships
Client-Relationship Management Requires More Than Not Screwing Up Who should listen: If you’re looking for ways to improve your client and customer relationships, this quick list of dos and don’ts will help keep you in good standing. Key idea: When you do something unexpected and well, you create raving fans. Action item: Set a… Read more »
Ep 118: Christy Murdock Edgar – Content Marketing Tips from a Real Estate Writer
Christy Murdock Edgar is a nationally-recognized real estate writer who creates content for some of the industry’s biggest names. She also consults on content marketing strategies for companies nationwide, and has a regular column for Inman News. Today on Stay Paid, Christy offers tangible content marketing advice that you can use to grow… Read more »
Using Instagram’s Galleries Feature to Your Advantage
In the past few years, Instagram has become a social media powerhouse. With the help of various updates, they’ve developed a platform that is valuable for business professionals, including REALTORS®. Its latest feature, Galleries, provides you with the opportunity to create unique and engaging content. What exactly is it? With Galleries, you’re able to… Read more »
Ep 112: The Top 7 Golden Nuggets of 2019
Every week on Stay Paid, hosts Luke Acree and Josh Stike pride themselves on having conversations with top producers from all industries and unearthing “golden nuggets” of wisdom and actionable advice that you can use to grow your business. We’ve been mining the archives, and, this week, we’re excited to share some of… Read more »
A New Referral Program for Insurance Agents [updated]
Updated September 2021 You’re an insurance agent, which means your success is heavily dependent on retaining clients and garnering referrals. For the latter, you may even have a referral program in place. But ask yourself this—does that tried-and-true gift card or other token of thanks truly sets you apart from your competition? If your like… Read more »
3 Ways Agents Can Improve Their Customer Retention Rate
Updated November 2021 It’s no wonder you’re having a problem with your customer retention rate. A whopping 70% of home buyers forget their agent’s name after one year. You’ve completed the transaction, both parties have signed on the dotted line, and you have just earned yourself a commission check. With money in your pocket and… Read more »
