Segmenting Your Clients With Boundaries

Stronger boundaries, language and systems will assist you with client segmentation.

It is clear that you want to give extreme service to your A & B clients.

Then there are the C clients that simply don’t meet your criteria because your vision has outgrown them.

Some  C clients have been trained by you over time to think that you are running a Tim Horton’s Drive-Through.

You know the ones that;

• Show up without an appointment
• Call and avoid leaving a message with your assistant even though your assistant asks; “What is it regarding, perhaps one of our associates can help you and provide you with quicker service?” and the C client’s reply is; “Just get him/her to call me back”.

These C clients need to be retrained with;

• Your assistant’s reply to the C clients that show up without an appointment; “Joe Advisor is not available right now. Would you like to schedule an appointment?” and the C client’s reply is; “I’ll drop back in a while” and your assistant’s reply to the C client is; “With respect, Joe Advisor is booked solid so you need to book an appointment. Is Tuesday at 2pm or Wednesday at 10am better for you? Just to make sure, let me make sure that we have your contact e-mail and phone numbers.”
• C client e-Mail; Dear Joe Client, Thank you for the opportunity to be your financial advisor and for leaving me a message. To serve you the best, please e-mail me back with your question and I will take immediate action to help you. Looking forward to being of service, Joe Advisor

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Dear All,

I’ve been shortlisted for Advisor.ca’s ‘Name That Visionary Contest’: Who are the Top 10 leaders in the industry today?

Round One is over and the candidates have been narrowed down to 20 entries.

The next step is to vote for the top ten entries and you can do this by clicking here; 

http://www.advisor.ca/partnersuccesscenter/aca10/bioform.html

There are two ways I could have played this:

1. Pretending to be a shy and demure Canadian, because that is what Canadians do, in the hope that people will vote anyway – “I don’t take part in these celebrity competitions because it’s beneath me”
2. Bold, outrageous and provocative – “asking for the business” – vote for me because I love the exposure!

Another reason that I am doing this is to demonstrate the power of E-Nurture Marketing as you are a reader of my E-Newsletter and we were initially introduced through speaking or via the internet.

Honestly, it would cost tens of thousands to receive the exposure that this contest can create.

So I’m asking for your help.

The next step is to vote for the top ten entries and you can do this by clicking here and PLEASE VOTE FOR ME;

http://www.advisor.ca/partnersuccesscenter/aca10/bioform.html

 Again, why am I asking?

• The exposure is absolutely great for my professional career development
• The publicity is a vindication for all the hard work done with clients and the philosophy and ideas that we share in these and other pages
• The encouragement to me to keep fighting the fight for quality career and independent financial advisors
• My coaches and mentors all get to take a break as my unmet need of recognition is satisfied
• You will have to spend a few minutes thinking about your personal Top 10 leaders in the industry today 

To vote CLICK HERE; 

http://www.advisor.ca/partnersuccesscenter/aca10/bioform.html