One of the questions we often get is how to deepen relationships with clients who live out of state. This question arises due to evidence we have on the impact of getting social with clients. It leads to more referral flow, more loyalty and higher levels of satisfaction in key performance areas.
The reality is that you simply can’t do this as well with clients who live out of state. First we must accept that, then move on and do what’s possible to get to know these clients on a more meaningful level. Here are four strategies that should help.
@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors. @KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.