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Stop Losing HALF Your Hard-Earned Clients: Retention Marketing Tips
Manage episode 414141871 series 2534823
Lack of communication is costing you hard-earned clients. Example - financial services: Advisors average $3,100 CAC per client.
- 54% of clients: "I changed financial advisors" in 2023. Why: weak comms.
- 47% of clients w/over $500,000 AUM want to hear from advisor at least monthly.
- But most advisors reach out much less. Via YCharts, 2023
Timestamps:
(0:07) Communication Builds Trust
(0:43) Body Language - Science of Trust: Show Hands
(1:20) Shocking YCharts Survey: High Rate of Advisor Switching
(2:03) Cost of Losing Clients
(5:20) Great marketing comms example: Rubin Miller with Peltoma Capital (blog, LinkedIn, emails)
(6:05) 90% of people don't trust ads
(6:55) ThinkersOne
Links:
YCharts survey HT Samantha Russell
Order videos or Zoom drop-in - ThinkersOne (Love Bombed/Ghosted)
Related video: Why Content Marketing Will Save You Money
Vanessa Van Edwards - hands (trust)
My podcast tools:
- Record: emilybinder.com/riverside
- Edit with AI: emilybinder.com/descript
- Gear: beetlemoment.com/gear
Hire me:
Speaking: emilybinder.com/speaking
Coaching call: emilybinder.com/call
Connect:
Podcast | My website | Beetle Moment Marketing | LinkedIn | X | IG | YouTube | Email updates
Hosted on Acast. See acast.com/privacy for more information.
737 episodi
Manage episode 414141871 series 2534823
Lack of communication is costing you hard-earned clients. Example - financial services: Advisors average $3,100 CAC per client.
- 54% of clients: "I changed financial advisors" in 2023. Why: weak comms.
- 47% of clients w/over $500,000 AUM want to hear from advisor at least monthly.
- But most advisors reach out much less. Via YCharts, 2023
Timestamps:
(0:07) Communication Builds Trust
(0:43) Body Language - Science of Trust: Show Hands
(1:20) Shocking YCharts Survey: High Rate of Advisor Switching
(2:03) Cost of Losing Clients
(5:20) Great marketing comms example: Rubin Miller with Peltoma Capital (blog, LinkedIn, emails)
(6:05) 90% of people don't trust ads
(6:55) ThinkersOne
Links:
YCharts survey HT Samantha Russell
Order videos or Zoom drop-in - ThinkersOne (Love Bombed/Ghosted)
Related video: Why Content Marketing Will Save You Money
Vanessa Van Edwards - hands (trust)
My podcast tools:
- Record: emilybinder.com/riverside
- Edit with AI: emilybinder.com/descript
- Gear: beetlemoment.com/gear
Hire me:
Speaking: emilybinder.com/speaking
Coaching call: emilybinder.com/call
Connect:
Podcast | My website | Beetle Moment Marketing | LinkedIn | X | IG | YouTube | Email updates
Hosted on Acast. See acast.com/privacy for more information.
737 episodi
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