6 Low-Cost Client Retention Strategies (CD Replay)
6 Low-Cost Client Retention Strategies (CD Replay)
Featuring: Karen Deis
Running Time: 60 minutes
Everyone and their brother (or sister) is out to take your past clients “away” from you…
- Financial Planners and Insurance Agents are providing mortgage loans,
- Airlines are awarding frequent flier miles,
- Home improvement companies have mortgage kiosks in the kitchen and bath department,
- …Wal-Mart is knocking at your door!
Asking for referrals or sending a post card every month is simply not good enough any more. Karen Deis shares with you an on-going marketing plan with 6 easy to implement ideas, to keep in touch with past clients by offering them valuable information along the way. “Buying Brain Cells” is the name of the game–so when your customers, family and friends hear the word “mortgage”, they think of YOU. Even if you have not marketed to your database in the past, it’s never too late to start!
Here’s what you will learn:
- Low-Cost strategies to implement immediately after closing
- What to do if you have not marketed to your closed loan database in the past
- How to work with Real Estate Agents as part of your past client tactics
- How to hold a seminar for your past clients only
Bonus- Financial Fitness Form – Marketing form to send to your clients on a annual basis to help them evaluate how to use their mortgage as a financial planning tool.
What is a CD Replay? A CD Rom Replay is simply a seminar put onto a CD. The CD is viewed on your computer and includes slides, audio and text.
Price includes shipping.
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