Prospect, Produce, Prosper

9 Proven Strategies to Build Better Client Connections

Episode Summary

Discover nine actionable strategies to deepen client relationships, build trust, and unlock valuable introductions. These tips will transform the way you connect with your top clients and grow your business.

Episode Notes

Join Marc S. Rogers on this episode of the Prospect, Produce, Prosper Podcast as he unpacks nine proven strategies for building stronger client connections. From practical tips like “Never Eat Lunch Alone” to leveraging personal spaces for relationship building, this episode is packed with actionable insights for financial advisors looking to grow their practices.

Main Points Discussed:

• Slow Down: Why giving your A clients more time can lead to deeper conversations and better insights.
• Engage Feelings: How shifting from "how" to "why" conversations fosters trust.
• Use Social Media: Leveraging platforms like Facebook to personalize client interactions.
• Never Eat Lunch Alone: The power of casual, non-threatening meetings for building rapport.
• Leverage Your Home: Hosting personal events to create authentic connections with clients and their networks.
• Sourcing the Seven Spheres: A unique strategy to identify valuable introductions without being salesy.

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