For service-based sales professionals in any industry, gift giving is a great way to go above and beyond to show your gratitude. When it comes to retention, a little thought can go a long way—especially when your goal is to build client relationships that last for decades. Financial advisors fall into the category of professionals… Read more »
Our Gift Giving Guide for Financial Advisors in 2019
Top 5 Client Appreciation and Gratitude Strategies
You need more than just another list of client appreciation ideas—you need a client appreciation strategy that will let your clients know you’re continually making them a top priority. When your goal is to earn a steady stream of new business from your past clients, you’ve got to make sincere gratitude and going the extra… Read more »
How to Drive Success During the Holidays
Many business owners think that they should pullback on their marketing and sales tactics over the holidays. But, is this really a good idea? In today’s episode of Above the Noise, Luke provides three different tips of what you should be doing over the holidays to drive success in the new year. Video Transcription Alright… Read more »
Ep. 42: Gain More Clients with This Acquisition Strategy
Client acquisition is the backbone of any industry. New clients keep your business alive and thriving. However, oftentimes the biggest challenge is not knowing where to start. Ideas are one thing, but knowing how to set them in motion is a must. In today’s episode of Stay Paid, Josh and Luke break down our Real… Read more »
The Dos and Don’ts of Letter Writing
Updated August 2022 How to Write a Letter to Clients With all due respect to Ray Tomlinson, the purported inventor of email, email is to letter writing as video is to the radio star. With email’s speed, ease, and accessibility there’s little wonder as to why good old-fashioned pen and paper letter writing is something… Read more »
Measuring KPIs at Every Level
You’ve heard it all before: establishing KPIs is a critical step in growing your business, but if you’re measuring the strength of your company based on how many leads your human resources department brings in and the budgeting power of your sales team, you won’t get much accomplished. The point is, KPIs are important, but… Read more »
Interview with Nick Ahrens: How to Use Social Media to Capture Referrals
We all know how important utilizing social media is for any industry. But, what about for a first-year real estate agent? If you ask top producing California real estate agent, Nick Ahrens, it’s extremely important. On today’s episode of Stay Paid, Josh and Luke sit down with special guest Ahrens as he shares his secrets… Read more »
How Agents Can Leverage the NAR Lawsuit Settlement
The NAR lawsuit settlement is rich with opportunities for agents who prove themselves to be knowledgeable and transparent. On March 15, the National Association of Realtors® (NAR) agreed to a settlement and to adopt new policies to resolve lawsuits claiming their policies inflated commissions for Realtors®. The agreement doesn’t dictate specific commission rates but removes… Read more »
