For scheduled assessments or visits, when your clients click into the cards, they will be able to see who's coming and when. For any upcoming or past appointments, they'll see the date, time (ifarrival windowsare set up they will see the arrival window time), address, as well as the...
2. Understand How Clients Want to Pay To increase the likelihood ofreceiving invoice payments on time, get a better understanding of how your clients want to pay you. Be as flexible as you can, within reason. Offer multiple payment methods, like checks, PayPal,creditcards, and cash. Do som...
Traditional marketing techniques and client management programs, such as sending birthday cards, occasional phone calls, or email reminders, can be a good start, but they're often not enough to really stand out since many businesses do that now. Spending time with clients and taking them to wel...
Michael: And I was going to say, is sales for you still at the end of the day like, whatever advisor gets to lead us to close there or whatever advisor brought the referral in or did the event or whatever it is just, "Okay, marketing supported you to get this lead but now you've...