Retaining Long-Term Clients

Traditional methods of providing value to clients -- an occasional dinner or a monthly newsletter -- just aren't cutting it anymore. Many customers are too afraid to try new investment strategies or explore new financial instruments and products. So what are you left with?   The largest economic force in the world today -- one with which I'm sure you are familiar -- is the baby-boomers. The good news is that they share common, concrete needs beyond financial returns. As the population continues to age, more and more people are faced with one of the most challenging experiences there is -- the death of a loved one. If they haven't faced it directly, virtually everyone knows someone who has, or knows they will face it in the future and many are beginning to plan more effectively in advance to ease the burden on those left behind. If you can help them with this eventuality as a trusted resource in their time of need, you'll gain a level of trust and credibility your clients will remember. Wealth planning professionals have long been expanding the value curve they provide to clients -- first with life insurance, and then saving for college, etc. -- the next step on that curve is to help clients care for their parents and loved ones in their time of need. Through every perfect storm arrives a glint of opportunity. This is your opportunity. Over 2 million families across the nation who will lose a loved one this year, and the 150 million people behind them that want to plan for that eventuality more effectively in advance. Over a year in the making, based on research conducted by Nielson Online with over 1100 participants, we're building the ultimate resource for estate administration and planning. MyEstateManager.com -- launched in June 2009, provides free education and advice to families in need -- what to do if you want to avoid probate, funeral preparations for the loved one, getting help for those still here whose life has just changed, etc -- all designed to help families feel more organized and confident. Now we're taking all the rich benefits of MyEstateManager.com and making them available to professionals who want to offer them to their own clients quickly and easily from their own site. Imagine how appreciative a client will be when they can just visit your web site and get access to timelines and checklists; secure, digital storage for all their critical documents, even the ability to ask for advice and help from others who've been in similar situations. The benefits to your business and brand are unparalleled -- with an added dimension of client service, competitive differentiation and 'stickiness' to mention a few. We even have a special offer for members of Wealth Planning Professionals that will enable you to take advantage of your first year for free. If you'd like to learn more, email info@wealthplanningprofs.com.   Interested in My Estate Manager click here to learn more! Hank Carabelli, Co-Founder MyEstateManager.com www.myestatemanager.com hankcarbelli@sbcglobal.net

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