Lisa McInnes-Smith: Creating Sticky Clients in the Finance Industry

Uploaded on Nov 20, 2012 / 7 views / 15 impressions / 0 comments

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Description

Everyone can maintain contact with their clients -- but how do you move from a contact to a connection? A long term client that 'sticks' with you for five, ten or even twenty years? The key is to provide not only great value, but to also in becoming their trusted advisor, confidante and hopefully friend! In this video Lisa shares with us some essential and very simple tools to retaining your client base for years to come.

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  • Lisa McInnes-Smith
  • finance
  • eVideo
  • unassigned
  • lisa-mcinnes-smith