What do you think?
Rate this book
Gratitude Marketing: How You Can Create Clients For Life By Using 33 Simple Secrets From Successful Financial Advisors
RELATIONSHIP CAPITAL ISN’T AN ASSET; IT’S A PRIVILEGE.
WHY THE biggest threat TO OUR BUSINESS IN YEARS IS COMING…AND HOW YOU CAN prepare your practice FOR IT NOW
Once in a while, a book comes along that defines the key issues in an industry and offers appropriate strategies and ideas to solve those issues. This is that book. With the threat of robo-advisors growing every day, financial advisors need answers to two critical questions―fast.
HOW DO I RETAIN MY CLIENTS?
HOW DO I BUILD THAT IMPORTANT BRIDGE TO THE NEXT GENERATION―MY CLIENTS’ CHILDREN?
GRATITUDE MARKETING™ IS THE ANSWER.
Traditional marketing speaks at people. Gratitude Marketing™ engages and connects with people. Gratitude Marketing™ taps into the wisdom of proven professionals who have used these cutting-edge, real-life ideas to build their businesses. You’ll discover how a well-run Gratitude Marketing™ system will put you in control of your clients’ business consistently as change occurs and their need for your services arises or increases. When you combine relationship-building ideas with consistent nurturing, you create clients for life. The ideas I’ll share with you have done one thing for me and the financial advisors who have used them―they have consistently produced results.
GROW YOUR PRACTICE THROUGH GRATITUDE.
LET’S GET STARTED NOW!
Visit .
WHY THE biggest threat TO OUR BUSINESS IN YEARS IS COMING…AND HOW YOU CAN prepare your practice FOR IT NOW
Once in a while, a book comes along that defines the key issues in an industry and offers appropriate strategies and ideas to solve those issues. This is that book. With the threat of robo-advisors growing every day, financial advisors need answers to two critical questions―fast.
HOW DO I RETAIN MY CLIENTS?
HOW DO I BUILD THAT IMPORTANT BRIDGE TO THE NEXT GENERATION―MY CLIENTS’ CHILDREN?
GRATITUDE MARKETING™ IS THE ANSWER.
Traditional marketing speaks at people. Gratitude Marketing™ engages and connects with people. Gratitude Marketing™ taps into the wisdom of proven professionals who have used these cutting-edge, real-life ideas to build their businesses. You’ll discover how a well-run Gratitude Marketing™ system will put you in control of your clients’ business consistently as change occurs and their need for your services arises or increases. When you combine relationship-building ideas with consistent nurturing, you create clients for life. The ideas I’ll share with you have done one thing for me and the financial advisors who have used them―they have consistently produced results.
GROW YOUR PRACTICE THROUGH GRATITUDE.
LET’S GET STARTED NOW!
Visit .
176 pages, Hardcover
First published October 9, 2015
7 people are currently reading
48 people want to read
Ratings & Reviews
Friends & Following
Create a free account to discover what your friends think of this book!
Community Reviews
Displaying 1 of 1 review
March 26, 2022
Horrible. This is for 3 year olds. I didn't learn anything new, that I didnt already know from working for Jim or any of the State Farm agents. This is all routine, standard, part of any marketing campaign for fin planners and ins agents.
I hated the part about gifts to clients - branded everything from water bottles, Post it notes, chip clips, stress balls, piggy banks...who needs more of this garbage? People throw it away and into the landfill it goes. Atrocious. Insincere. I wouldn't trust this person at all. If you want to show true gratitude, know what your customer wants and give them an unbranded gift. Put a branded sticker on it if you must. How about a plant? Idk. Just dont fill the landfills with your own branded garbage.
I hated the part about gifts to clients - branded everything from water bottles, Post it notes, chip clips, stress balls, piggy banks...who needs more of this garbage? People throw it away and into the landfill it goes. Atrocious. Insincere. I wouldn't trust this person at all. If you want to show true gratitude, know what your customer wants and give them an unbranded gift. Put a branded sticker on it if you must. How about a plant? Idk. Just dont fill the landfills with your own branded garbage.
This entire review has been hidden because of spoilers.
Displaying 1 of 1 review