July - Client Goals
Face facts, we are not back to business as usual yet. Take this month to survey clients and thank them for their business. Here are a few concept areas to engage with clients in a way that is relevant.
Leadership during reentry is critical to the long term success of businesses.
Are you a leader of your firm?
Can you assist your leadership team by offering Dots Grow resources?
Listen to what CEO David Levin, co-founder of digital signage company Four Winds Interactive in 2005, has to say in a recent article in Chief Executive.
“This crisis is going to pass at...
How you can prepare your clients and prospects?
While we need to comply with government regulation and company leadership, there are ways we can prepare and add value for clients and prospects.
Keep clients informed with as much specificity as possible
Work with your company to convey:
Ask Referral Partners why they refer business to you?
Thank you for all of your business (through the years, recently). We were hoping to learn more about what motivates professionals like you to refer business. Might you have a minute to answer a few quick questions?
We continue to hear variations on “What should I be doing as a producer and business development representative during the COVID-19 Pandemic?”
Once you have touched base with all prospective clients, and established a communications plan, why not look for new prospects?
Start with your current client base. Take a closer look at the demographics of those clients already doing business with your firm. What do you have in common?
The Austin Association of Health Underwriters and Presenting Sponsor, Humana, are proud to announce the 2020 Professional Development Day in Austin is approved for 6 continuing education credit hours!
Not only are we approved for 6 continuing credit hours, but we feel the lineup brings new ideas and new information to our attendees. The day includes four hours that have been developed and approved for this event! The two remaining hours have not been delivered in this...
White labeling is when a product or service removes their brand and logo from the end product and instead uses the branding requested by the purchaser. Integrate best practices into your organizational systems by contacting [email protected].
With a small monthly subscription fee, or a discount on an annual membership, you can be prepared for a leadership path in professional services firms like accounting, architecture, benefits, engineering, insurance, law, manufacturing, real estate, technology and more.
Visit the store to purchase your membership today, annual and monthly payment options available.
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