Connecting With Your Clients

You will often hear me discuss the concept of making sure that you proactively do things to ensure that you keep the clients that you already have. After all, getting a new client is roughly 10 times more expensive than keeping an existing one.

One of the simplest ways to ensure that your existing clients stick is through good ol’ fashioned communication. If your clients here from you regularly, not just at tax time or when you update their Quickbooks, then you forge a stronger relationship over time with them.

Maintaining regular communication with your clients really isn’t that difficult, nor does it need to be expensive, especially these days with “social media” being all the rage (just don’t get caught up in all the hype — you’re not going to get millions of new clients from just using social media).

Here are some ideas to stay engaged with your clients (and prospective clients):

1. Encourage them to follow you on Twitter and “like” your Facebook page.

2. Mail all clients a monthly newsletter.

3. Create an email newsletter to send.

4. Invite clients to monthly or quarterly educational seminars to cover financial topics. Bring in outside experts, such as financial planners, attorneys, or insurance agents as necessary to cover appropriate topics.

What are some things you are already doing to stay in touch with clients? Leave a comment below to share with other readers so that everybody can benefit from shared knowledge.

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