Timothy SchuckerCo-Founder Advanced Agent Marketing

Trust And Relationship Building, The 1st Key To Client Retention

Name: Trust And Relationship Building, The 1st Key To Client Retention
Uploaded: 2023-06-16T23:02:06+00:00
Duration: 31 s
Channel: Timothy Schucker
Description: Short YouTube advice by Timothy Schucker about client retention via trust and relationship building. The speaker emphasizes building front-end trust…

16 Jun 2023 · 1 min

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0:31

Short YouTube advice by Timothy Schucker about client retention via trust and relationship building. The speaker emphasizes building front-end trust during the sale (rapport, addressing the client's "why" and acting as a trusted advisor), using personalized gestures (welcome/thank-you/birthday cards), and deepening ties through referrals and enrolling clients' family members — i.e., moving into a client’s social web to strengthen retention.

Chapters

So there's a couple keys to client retention, trust and relationship building. So this can look like front end trust that you build on the sale, you know, the conversation you have, building rapport, touching on their why, and really acting like a trusted advisor rather than a salesperson. This could also look like sending them a birthday card after they sign up with you for their policy, or sending them a thank you card after they sign up. You know, like, hey, welcome to being one of my clients. I'm excited to have you. This can also look like, you know, getting referrals and signing up their family. The deeper that you can get into their social web, the more trust and the deeper of a relationship that you build with that person.