How to Get Yourself Fired

Of all the affluent clients who fired their advisors, 87 percent did so because of the relationship or service. Only 13 percent did so because of investment performance. In fact, clients will leave even if investment performance is high if they feel the advisor has lost touch with them and their needs.

At ISN, we preach the idea of “touching” our clients on a regular basis and in multiple ways. In today’s environment, with technology as it is, it is not difficult or costly to implement a plan.  For this purpose the idea of an electronic drip marketing program is a good one. We have made it possible for all of our reps to have a low-cost type of plan with our partnership with Financial Safety Net.   The newsletter is professional, topical and includes analytics that help you discover what your clients are reading and what interests them.

Want to try it out for free? We can do that for you. Give us a call to check it out. Instead of getting fired…lets get fired up!

About Jeffrey Berson

40 years in and around the industry has made Insurance a part of my DNA. I have had the pleasure of working with and for some of the greatest minds in our industry. My "Bersonal" View is an attempt to capture some of the best ideas, the best concepts and the best practices in a way that can lead to success for others. It will certainly be my point of view, so please...don't take it "Bersonal".
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