When you build relationships of trust, you create lifelong clients and customers. Learn how to build your business the right way with Eric McNiel of Diamond Financial Group.
Financial Regulation
- Is it enough to be certified? Will that make people trust you?
- In the financial space, it’s a good idea to start with brand recognition. Work with a big bank with big name recognition.
- You can go to broker check and type in anyone in the industry and get their full history.
Interview your clients
- When you’re in the sales process, you are interviewing them as much as they’re interviewing you.
- Find the type of client that you want to work for.
- Don’t be desperate!
- Before you go into business, have some funds to fall on so that you aren’t as desperate.
- If a sale falls through the first time, try one more time. Don’t push one client too hard though.
- Always explain WHY you’re giving a recommendation. That’s a great way to build trust.
Building an online reputation and reviews
- Make sure that you’re putting your clients first and taking care of them.
- If there are any issues or problems with your service, sit down with your client and talk through it. Treat them like people!
- Don’t get your money and then let things go.
- Sit down with your client and talk through what you’ve done and make a plan for the future.
- Create lifelong clients.
- Be different. Go above and beyond what your industry does.
Best things Eric has done to market his business
- Eric has started putting a lot of effort into bigger businesses and people that can refer others.
- Look for the right client sources.
- Be efficient. Find a marketing plan that will get your more bang for your buck.
- Talk about the value that you bring. Instead of selling your service, talk about the problems your industry is experiencing.
- If you do it right, your clients will come to you. Inbound marketing is the best!
- Be active on social media, but give a variety of content.
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