When it comes to building your reputation as a trusted advisor, using a 3rd party professional service can often boost your image as a highly competent "consultant" to your clients. In addition to providing relevant financial information to your referral partners and database, it gives you a reason to stay in touch. One such example is MBSQuoteline (click here for link).
MBSQuoteline Service: A Game Changer
One such service is the MBSQuoteline. This service delivers real-time mortgage-backed securities prices live, right as trades happen. It provides up-to-the-minute mortgage market news and analysis as events occur, and ongoing mortgage rate trends. All this information is sent to your computer, mobile device, tablet, or email. Their Economic Calendar keeps you on top of current economic releases. This service helps you manage rates and MBS trading updates, make the right lock/float decisions, impress customers, and earn more referrals.
For special pricing advantages on this service, feel free to contact Latreia Coaching.
The Power of Newsletters
Regular newsletters are a powerful tool for maintaining client relationships and staying top of mind. Here are some tips for sending a newsletter regularly:
Stay Top of Mind: Regular communication keeps your brand or organization in your clients' minds.
Build and Maintain Relationships: Newsletters allow you to nurture and strengthen your client relationships.
Provide Value: Offering valuable content in your newsletters positions you as a trusted advisor.
Promote New Products or Services: Newsletters are an effective platform for introducing new offerings to your clients.
Drive Traffic to Your Website: Including links to your website or specific landing pages in your newsletters can drive traffic and increase engagement.
Share Company Updates: Keep clients informed about your company's latest developments, achievements, and milestones.
Educate and Inform: Use newsletters to educate clients about industry trends, best practices, and news.
Offer Exclusive Content: Consider providing exclusive content or offers to your newsletter subscribers.
Gather Feedback: Encourage clients to provide feedback through your newsletter.
Segmented Targeting: Utilize client data to segment your email list and tailor newsletters to specific client groups.
Increase Sales and Conversions: By strategically including calls to action (CTAs) in your newsletters, you can guide clients towards making purchases.
Demonstrate Transparency: Share behind-the-scenes insights, customer testimonials, or success stories.
Foster Loyalty: Consistent communication can help build a sense of loyalty and community among your clients.
Monitor Engagement: Use email analytics to track open rates, click-through rates, and other engagement metrics.
Compliance and Updates: Ensure that your clients are aware of any important regulatory changes, policy updates, or changes in your terms and conditions.
Celebrate Milestones: Acknowledge your clients' milestones and achievements.
Event Promotion: If you host events, webinars, or workshops, newsletters can be a great way to promote these activities.
Referral Opportunities: Encourage satisfied clients to refer new business by including referral programs or incentives in your newsletters.
Remember, the frequency and content of your newsletters should align with your clients' preferences and the nature of your business. It's essential to strike a balance between providing value and not overwhelming recipients with excessive emails. Respecting privacy and complying with relevant email marketing regulations is crucial in maintaining a positive client relationship.
Conclusion
Building a reputation as a trusted advisor requires strategic planning and consistent effort. By leveraging professional services like MBSQuoteline and maintaining regular communication through newsletters, you can enhance your image, provide value to your clients, and ultimately, grow your business.
For more information or to inquire about our coaching services, feel free to reach out to:
J.A. Dava, Co-founder, Sr. Coach at Jdava@latreiacoaching.com/ 614-638-9397, or
Paul Waldrop, Co-founder, Sr. Coach at pwaldrop@latreiacoaching.com/ 404-784-3771.
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