Choose to make an impression before the consumer makes the choice for you:

When I choose to go into a business, be it a financial institution, restaurant, or store I am looking at three things.  First I look at the entranceway and the floors, second I look at the people who are working there and the consumers who have chosen to do business there, and third I am looking at how people are being treated.  At the end of the day, it is the consumers choice to either do business with you or not, and the impressions they …Read More

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Want instant market feedback? Why not ask your members?

Instant market feedback, especially from your current members can be priceless. With a well written script and a courteous, professional caller, your members are willing to talk to you. Many people hesitate to reach out to their own members with fear of being invasive. I can tell you, if you are reaching out to them to get their feedback about a product or service that would have a direct impact on their personal financial goal, they’ll talk to you. About two years ago, we performed …Read More

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Why E-Mail Marketing?

E-Mail marketing can be an efficient and inexpensive way to reach out to your current or potential members. Whether you want to add current members to your social media site, increase the subscribers to your monthly news letter, or inform them about an upcoming product special, email is a great tool. E-Mail blasts usually come with great tracking capabilities as well. In addition to finding out how many opened your email, you can also track how many people clicked on the link to your website. …Read More

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Increasing Direct Mail Responses

Direct Mail can be an effective way to reach current members and non-members. The results can also be difficult to track. If you send out 5,000 pieces, how many actually get looked at? How will you know? This is where making a follow up phone call helps. A call can be made to not only answer those questions, but also increase your opportunity of closing. This great opportunity gives you a chance to explain your mailing and also get instant market feedback about your product …Read More

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What is Onboarding Anyway?

Onboarding is a relationship-building method involving a precise contact and cross-selling schedule that keeps new accounts from closing, particularly core accounts. Studies show that 25-30%, and up to 40% of new accounts close within the first 90 days of opening the account, but that a formal onboarding process can have a significant impact on account retention over time.Read More

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