{"id":6413,"date":"2021-06-28T10:00:56","date_gmt":"2021-06-28T10:00:56","guid":{"rendered":"https:\/\/emoneyadvisor.com\/?post_type=thought_leadership&p=6413"},"modified":"2024-06-05T18:12:03","modified_gmt":"2024-06-05T18:12:03","slug":"5-ways-to-perfect-client-outreach-and-maximize-engagement","status":"publish","type":"thought_leadership","link":"https:\/\/emoneyadvisor.com\/blog\/5-ways-to-perfect-client-outreach-and-maximize-engagement\/","title":{"rendered":"5 Ways to Perfect Client Outreach and Maximize Engagement"},"content":{"rendered":"

When it comes to your firm’s growth, retaining current clients and deepening wallet share is just as important as attracting new clients. Considering that landing and onboarding a new client can be a heavy lift, once you have someone, you should focus on keeping them.<\/p>\n

Aside from your in-person or digital meetings, there are numerous opportunities to connect with your clients through communications and outreach. The secret to keeping your clients engaged through outreach is simple: Keep the focus on them.<\/p>\n

Here’s how you can implement this simple principle in your client outreach and communications to maximize engagement.<\/p>\n

1. Proactively Provide Value<\/h2>\n

Research by Fidelity found that 64 percent of advisors have made content marketing an essential element of their digital marketing strategy1<\/sup>\u2014and for good reason.<\/p>\n

Conversations about\u00a0building a digital marketing strategy around content<\/a>\u00a0often revolve around the ways content can attract prospects, solidify your brand identity, and increase your overall digital presence. But it can help deepen relationships with your current clients, too.<\/p>\n

Incorporating content into your client outreach throughout the year is vital for staying top-of-mind. Not only is it helpful, but it also establishes trust and positions you as the client’s go-to source for reliable financial information.<\/p>\n

2. Focus on Solutions<\/h2>\n

It’s not enough to provide useful content. Your content needs to be useful for the\u00a0specific client<\/i>\u00a0you’re sending it to. The more you address your clients’ key concerns, the more engaged they will be.<\/p>\n

It’s tempting to use your content and client communications to overtly promote yourself. But the most engaging way to reinforce your value is by shifting the focus away from yourself and on to the client. More specifically, your communications should help them face their financial (and sometimes personal) challenges.<\/p>\n

You can easily tease out these key challenges when talking with them. To help, ask yourself these questions:<\/p>\n