Financial Advisors, Customer Retention and COVID-19

There’s no denying that COVID-19 is disrupting your ability to meet customers’ needs. However, it’s important to recognise that because of COVID-19, it’s likely that your customers needs may have changed. It this article, I discuss Financial Advisors, Customer Retention and COVID-19.

Engage, engage, engage

Engagement is more important than ever. Want to retain your clients? You need to stay in touch with them. Emotional engagement is always more powerful than rational satisfaction. The more you engage with your customers, the more that they’ll trust you and in turn keep coming back to you, even in times of a crisis.

There are different ways you can engage with your clients at this time. Encourage them to pick up the phone and give you a call. Schedule a block of time where customers can chat or DM you questions about services. Offer the option to video chat, or go ‘live’ via your social media chanels. Offer an incentive for your clients to remain loyal to you during this uncertain time – whether that be a percentage discount on your services or a free gift.

Every business has its most loyal customers, so decide what special services and resources you can supply to them. Although all of your customers are important, it may become necessary to make the decision to take care of these customers first.

I hope you’ve found this article on Financial Advisors, Customer Retention and COVID-19 useful. If you’re a financial advisor looking for help w, please feel free to get in touch here. Myself and my team are more than happy to help.

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We encourage all members to ask questions, solve problems and provide advice.  Join the group here.

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