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Latest news in Client Communications

Follow up on client meetings

Summarizing the meeting keeps lines of communication open

Seven steps to a successful client meeting

A meeting flow plan can ensure you cover all the necessary “hard” and “soft” issues

Creating value by planning client meetings

Agendas can help build your client relationships

The unwritten rules of giving gifts to clients

The unwritten rules of giving gifts to clients

Sylvia Garibaldi, founder of SG and Associates, discusses the role that gifts have in showing your clients you value their business. Garibaldi discusses the finer…

Fine-tuning your referral process

Don’t over-emphasize your quest for new business

A referral strategy that works

Cloning your top clients calls for soul searching

Success with client couples

Four ways to make sure both spouses are engaged

Small talk plays a big role

The art of light conversation is key to putting clients at ease

Making amends

How to apologize for a misstep

Five elements of a successful first meeting

Making a good impression helps ensure you will see that prospect again

Get referrals through storytelling

Share success stories that show how you created positive change for a new client

Getting distracted clients focused

Emphasize punctuality and use visual tools to keep them on track

  • By: Tessie Sanci
  • September 25, 2013 November 17, 2019
  • 10:30

Five tips for dealing with dissatisfied clients

Whatever the problem, get to the bottom of it

Six questions to ask your new clients

Find out their values and goals so you can anticipate their needs

Three ways to improve your client experience

Make a good first impression and keep them occupied

  • By: Tessie Sanci
  • September 19, 2013 November 17, 2019
  • 10:40

Guiding your clients through a market correction

Use tools at your disposal and maintain contact to dispel fears

  • By: Tessie Sanci
  • September 16, 2013 November 17, 2019
  • 11:05

How to build email lists

Segment your clients and get permission

  • By: Brent Jolly
  • September 5, 2013 November 17, 2019
  • 12:40

Four ways to get your inbox under control

Cut down on spam and use targeted lists

  • By: Brent Jolly
  • September 4, 2013 November 17, 2019
  • 10:40

Send a back-to-school email

September is a good time to check in with your clients

  • By: Brent Jolly
  • August 28, 2013 November 17, 2019
  • 10:10

Two minutes to effective social-media writing

Get to the point and entice your audience to read more

  • By: Brent Jolly
  • August 15, 2013 November 17, 2019
  • 10:25

Sharpen your writing skills

From emails to newsletter, better writing means better communication

  • By: Brent Jolly
  • August 14, 2013 November 17, 2019
  • 11:30

Casual Friday: With your eyes only

Eye contact is critical to building trust

Turn virtual relationships into real business

Popularity online is good, but you must transform those relationships into something concrete

Launch your plan with flair

Use an e-newsletter to attract attention and get other elements up and running

Building a solid communications inventory

You need to have a variety of content that you created as well as from third-parties to engage your readers and make your communication plan…