Tony Vidler, expert in professional services on creating strong personal branding and target marketing positioning, investigates the principle of customer engagement in a recent IRIS article. What level of contact with customers is the ‘right amount’?
Vidler mentions that many years ago marketing teams provided a lot of material and support to financial advisers and suggested that the ideal engagement cycle was to make sure your name was in front of clients every 90 days. Good advice as, in practice, most advisers will only contact their clients once a year with premium increases.
Times have changed, however. Communication avenues have grown tremendously. With easy access via email as well as the impact of social media, Vidler is of the view that advisers should engage with clients 70 times per annum. What? How is that possible?
Click here to uncover how it is possible and how you are possibly already doing it.