Articles

  • Master the Real Estate Referral Game Amid Market Shifts

    Navigating the twists of real estate, with high mortgage rates and recession whispers, demands mastery of the referral game. In this market dance, seize the downturn as a canvas for innovation. In fact, these can be a great opportunity to focus on building relationships and capturing referrals. This post unlocks the strategies to stay top-of-mind and capture leads, ensuring your prominence even in the stormiest market seas. Here are six ways to capture referrals during market downturn: 1. Nurture Existing Relationships. According to NAR (National Association of Realtors), 63% of sellers found their agent through a friend, neighbor, or relative’s referral, or opted for an agent they’ve worked with in the past for their home buying or selling transactions. In a market downturn, the gold lies in staying top-of-mind with past clients and contacts. Reach […]

  • Revamping Real Estate: Client Giant’s Game-Changing Approach

    So, we’ve all been there — real estate deals wrapping up with the exchange of keys, and maybe a thank-you gift thrown in for good measure. But here’s where Client Giant kicks it up a notch, rewriting the rulebook. Instead of waiting until after the dust settles, they have a series of transaction pages that bring timely surprises from day one, inspired by the wisdom dropped by Jay O’Brien in his eye-opening speech on “Delivering 7-Star Service in a 3-Star Industry.” Let’s break it down: Shaking Up the Norms In the real estate game, it’s pretty standard for agents to give out thank-you gifts post-closing. Client Giant, however, knows the journey starts way before the ink hits the paper. They’re all about hitting the right notes at every stage of the transaction, taking cues from […]

  • Tips & Advice for The New Realtor

    Ahh. You just passed your Real Estate exam and acquired your license. Congratulations! You’re wide-eyed and ready to hit the ground running, speaking with top local producers looking for advice about how to be a good Real Estate agent.  Every Real Estate professional and business owner knows that prospecting never stops. You must build this inescapable part of the business into your everyday routine even when revenue is steady. The last thing any new Real Estate agent wants is to worry about an unstable income. Your all-important pipeline is built on various activities, including networking events, print ads, Facebook ads, door hangers, meticulous follow-up, a sphere of influence/referrals, cold-calls, repeat clients, and door-knocking. In the first couple of months of starting in the business, most new Real Estate agents obsess over the latest techniques, scripts, […]

  • How to Provide 5-Star Service as a Financial Advisor

    As a financial advisor, delivering exceptional service isn’t just a nice-to-have; it’s the cornerstone of building lasting client relationships and ensuring business growth. A survey published in Financial Advisor Magazine reveals that a staggering 72% of clients cite poor client communications as the primary reason for parting ways with their financial advisor. As client expectations continue to evolve, the imperative isn’t merely providing personalized and frequent communication but also being proactive in addressing their needs. In this dynamic landscape, advisors who excel in this realm distinguish themselves by setting the new standard for what five-star service truly means. The Role of Technology Modern technology plays a vital role in fostering superior client-advisor relationships, offering real-time insights through tools like financial planning software and investment tracking apps – such as WealthVision, MoneyGuidePro, and Right Capital. For […]

  • Mastering the Art of Thoughtful Gifting for Financial Advisors: Strategies, Community Building, and Efficiency

    In the financial world, where numbers and data often take center stage, there’s a hidden gem that holds immeasurable value: thoughtful gifting. It’s a practice that goes beyond mere presents; it’s a strategy that can foster deeper connections, nurture loyalty and retention, and pave the way for invaluable referrals. Strengthening Client Relationships – The Van Leeuwen & Co. Approach Ken Van Leeuwen, a pioneer in the financial advisory field, understands that client relationships extend beyond numbers and portfolios. It’s about creating a sense of community, where clients feel valued and appreciated. Ken’s secret? Personalized gestures that leave an indelible mark. Imagine receiving a birthday greeting signed by your entire advisory team, a warm voicemail wishing you good health, or a referral gift that arrives as an elegant Tiffany & Co. wine glass. These small, yet […]