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Four Simple Tips for Engaging With Long Distance ClientsFour Simple Tips for Engaging With Long Distance Clients

It's harder to get social with out-of-state clients. Here are the ways it can be done.

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One of the questions we often get is how to deepen relationships with clients who live out of state. This question arises due to evidence we have on the impact of getting social with clients. It leads to more referral flow, more loyalty and higher levels of satisfaction in key performance areas.

The reality is that you simply can’t do this as well with clients who live out of state. First we must accept that, then move on and do what’s possible to get to know these clients on a more meaningful level. Here are four strategies that should help.

 

@StephenBoswell is President of The Oechsli Institute and author of Best Practices of Elite Advisors@KevinANichols is the Chief Operating Officer for The Oechsli Institute and author of The Indispensable LinkedIn Sales Guide for Financial Advisors.

About the Authors

Kevin A. Nichols

Director of Coaching

https://www.oechsli.com/

Kevin Nichols is the author of The Indispensable LinkedIn Sales Guide for Financial Advisors and the Director of Coaching for The Oechsli Institute.  He is a leading expert on Social Media marketing and delivers speeches and conducts workshops throughout the country. He has coached hundreds of financial advisors and numerous wealth management teams. He is also the co-author of the FastTrack for Growth newsletter for wealthmanagement.com. Follow him on twitter @KevinANichols.