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10 SIMPLE Inexpensive Gifts to Send Your Clients
Advisors and coaches often know more things - big and small -- about their clients then their family members know. That's usual after they complete page after page of assessments. And that's why much of the work we do is kept confidential. However, they still wonder why I'm asking them to tell me about their favorite cartoons, flowers, places to shop, fragrances, stores, types of books, etc. There is more to it than me driving them nuts while completing my intake process! While most of the assessments help me and my clients recreate their business models around the lives they want to lead, the section of the form about their personal preferences helps me decide what sort of gifts they'd appreciate. Below are some low-cost gifts or freebies I've sent to my clients.
Today, consider what additional questions you want to put on your intake form to learn more about your clients personally. © 2012 Elevating Your Business. An unstoppable entrepreneur, Maria Marsala is a business strategist, financial advisor coach, speaker, and author. Her clients are independent accounting, financial, and insurance advisors. She guides them to increase their productivity and profits, growing their businesses to serve their lives — not the other way around. Download her free Business Evaluator to quickly learn which areas of your business are screaming for your immediate attention and which areas deserve a big hurrah! Visit www.ElevatingYourBusiness.com Did you like this article?Many people have told me that I "give away too much good information for free" That is my intention. By creating great free resources, we hope that a lot of links would follow. If you'd like to repay me for the information you've just learned, link the article to your blog, retweet it, or send it to your Linkedin groups are all great ways to repay me. Thanks in advance! WANT TO USE THIS ARTICLE DURING A BUSINESS ENGAGEMENT?You cannot use our articles with your clients without a license agreement. Contact Maria |
Testimonial"Maria isn't known as the Resource Queen for nothing - she knows everything there is to know about running a business successfully and where to go to find the tools and services to do it. Maria's advice and strategy has been invaluable to the clarification and execution of my business goals." Connect with EYB
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© 1998-2012 Elevating Your Business.com We are focused on helping independent financial advisors earn more, serve more people, and live a great life. Elevating Your Business is a financial advisory business coaching, planning, and training company. Disclaimer: The user experiences displayed on this site are a small sample of the hundreds sent to us through emails or letters by people who have been the customers of Elevating Your Business. However, in compliance with FTC rulings, we cannot guarantee that these results are typical. Our best recommendation is that you try our program for yourself. |