Bill Good Marketing

Surefire Client Retention

Client Marketing the "Good Way"

You need to download this white paper: Client Marketing the Good Way. Once you’ve read the rest of this page, you’ll understand why.

Whether you’re a young financial advisor with just a few years of experience or a seasoned pro looking to take your business to the next level, there is one rule you MUST follow: Always, Always, Always Keep What You’ve Got

Always, Always, Always Keep What You’ve Got

To keep what you already have, you must continually practice the science of client retention. Client retention is the sum total of all your activities that ensure each and every one of your clients continue to do business with you until they die. It’s the single most important activity for any company. After all, it doesn’t matter how many new clients you bring in if you can’t keep them; it would be like trying to catch rainwater with a holey bucket.

Unfortunately, many advisors suffer from holes in their buckets. They just don’t realize it.

What might that hole be?

No client retention strategy.

I asked one client recently, “What is your client retention strategy?”

He replied, “The most important thing I do is get on the phone when there’s bad news.”

But there is a problem here isn’t there? He’s got around 300 clients. What happens to the 280 who don’t hear from him when markets roil? Could they be listening to someone else? Possibly.

And it will be a brutal ice-water dip when that “someone else” rolls away with that account.

The objective for our Client Retention Formula is: “Become or remain the sole-provider for all clients who follow advice.”

This is all explained in Client Marketing the Good Way.


Your Answer

Our Answer

Do you have a strategy ready for when a financial crisis hits?



Do you know and use the three keys to providing great service?



Does every client get a letter for you every month about something the client is interested in? Are you keeping track of what they’re interested in?



Do you have and use lots of “etiquette letters” to acknowledge, thank, and congratulate your clients on the important events in their life?



Does every client get a birthday letter from you? Does the letter change every year, or do you just send the same tired card over and over?



Do you invite every client to educational events at least once a year?



Do you have a way to keep track of client reviews?



Do you invite every client to a client appreciation event at least once a year?



If the answer to any of these questions is “NO” or “I DON’T KNOW”, then your client retention strategy isn’t up to snuff. That’s where we come in. At Bill Good Marketing, we don’t just tell you what to do – we give you the tools to actually do it. First is our actual Client Retention Formula. It consists of six steps to help you achieve surefire client retention. We can help you implement them. (Again: download Client Marketing the Good Way).

Another important tool is our content library. There’s nothing else like it in this industry. We have over three thousand letters – educational, etiquette, feel-good, service-oriented, you name it – that you can use to stay in touch with your clients. Need birthday letters? We have those too, over three hundred of them.

And that’s not even to mention our specialized coaching services, our client marketing campaigns, our “Personal Contact” processes and procedures…

So here’s what you need to do.

Download Client Marketing the Good Way. That will give you the know-how you need to achieve surefire client retention.

Then call 800-678-1480 and ask how we can help you with YOUR Client Retention.


Download this Free Guide


April 23, 2024

Sign up for our upcoming webinar!

Join us on April 23, 2024, for “The Seminar Success Zone” webinar, where you’ll learn to transform your seminars into powerful magnets for High-Net-Worth clients, featuring strategies from crafting irresistible invitations to mastering follow-ups—all designed to significantly boost your business and outpace your competitors; register today and turbocharge your growth!


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