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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