This is the stream to create/add a Word document to the hub.
Finally, build excitement for your team around your CAS offering! Lunch-and-learns and happy hours are great ways to ensure a successful cross-selling environment.
See how to create a smooth workflow for the staff of your firm to identify and refer clients to your team.
First, let’s think about what we want to say. When communicating to partners and other key stakeholders, use messaging that speaks about the benefits for their clients.
Take a moment to identify those on your team who can benefit most.
After launching to existing clients, you should have a gauge on why they signed up for the bill pay service, and what message resonates with them. Here are a few positioning samples.
Once your client says the magic words and agrees to hire you for a service, that’s just the beginning of the relationship and an opportunity to start building retention.
Follow these steps for ideas on how to build trust with your clients.
Get the word out to your clients through a few content areas and tactics you can select from: social media share, blog posts/client newsletter, demo webinars, email templates and how-to-guides
Once you've determined who you're speaking to, identified client needs, and what you want to communicate, it's time to create some goals and break them down into getting things done.
After you've identified client potential, it's time to reach out!
Start by teaching your staff how to identify your best-bet client
What are the signs that your HNW clients require automated bill pay services? Start by looking at these key indicators.
