|
|
 |
October 2009 Featured Tool -- Your Appointment Process
This month's tool touches on your own unique appointment process. Sure everyone in the office knows how the appointments flow (wink) but is it actually written out so there's a protocol on when follow-up letters are mailed, reminder calls made and delivery meetings scheduled? Sure you can say that every appointment is different but you most certainly should have a process that you follow and guide the client/prospect through. Without having your own process, your clients can feel confused and uncertain as to what the next step is and uncertainty is something we don't want in this industry. . . . keep reading
|
September 2009 Featured Tool -- Leading Your Team
Leading a team is NEVER easy and sometimes the entrepreneur in us can take over and before we know it the entire team is running in all different directions and no one seems to know the ultimate goal(s), purpose or vision of the company besides making more money. . . . keep reading
|
August 2009 Featured Tool -- Multiple Transfer Memo
When submitting an application with several incoming transfers, writing a short memo explaining each transfer helps ensure everything processes in a timely manner and there's no surprises down the road when you follow-up. This month's Featured Tool is a sample memo I recommend you implement to be used on any case that has more than one transfer (especially 401k transfers). . . . keep reading
|
July 2009 Featured Tool -- Employee Terms
This month's tool is great for new hires. It clearly and concisely defines the new hire's responsibilities, compensation, trial period, benefits, vacation time and other important details. Remember a lot of office frustration can be avoided between employee and employer by clearly defining everyone's expectations. It also helps establish your practice as a real business as opposed to a company that runs by the seat-of- their-pants. . . . keep reading
|
June 2009 Featured Tool -- The Personal Note
This month's tool isn't any document or form that can be downloaded but rather a reminder to write your best clients personal notes. There is NOTHING more powerful to a client on a personal level than receiving a hand-written note - especially when they're not expecting it. . . . keep reading
|
May 2009 Featured Tool -- Client Process Checklist
We love this month's tool. Very simply, it's a checklist the client's use that shows them where they're at in the process and what the next steps are. This should be used once they sign their applications and they take it home with them. This helps keep everyone accountable to the remaining steps and helps you avoid the resell once the transfers happen and/or the policies issue. . . . keep reading
|
April 2009 Featured Tool -- Document Checklist
April's Featured Tool is a great resource for clients if you're preparing a comprehensive financial plan for them. Sometimes knowing what they need to gather eliminates "piece" mail to your office. This also has them gather additional documents beyond the typical financial planning world. By doing this you may get introductions to their attorney/CPA and/or learn about additional accounts that normally you would have been unaware about. . . . keep reading
|
|
|
|
|
The Client Connection
Click Here to Login
