Beyond the Inbox: Staying Top of Mind With High Net Worth Clients
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Beyond the Inbox: Staying Top of Mind With High Net Worth Clients
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In a world of competing for your clients and prospects attention, inbox battles and email drips can only take you so far, especially with high net worth and ultra high net worth relationships where trust, exclusivity, and top of mind actually matter.
This conversation with Andrew and Bjorn from Essential Engine* dives into a premium, coffee table magazine with you on the cover, personalized down to a single client when it counts, built to live in the home, connect with both spouses and the next generation, and create referrals organically without feeling salesy.
Here is the link to the special offer mentioned at the end of the show.
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Guests and companies featured on Beyond The IMO are selected based on relevance and value to independent advisors. Neither Justin nor Beyond The IMO receive compensation, referral fees, or incentives tied to who appears on the show.