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What innovative account management strategies give your practice a competitive edge?

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Account management is a crucial aspect of practice management, as it involves building and maintaining long-term relationships with your clients, ensuring their satisfaction and loyalty, and generating repeat business and referrals. However, in a competitive and dynamic market, you need to constantly innovate and adapt your account management strategies to stand out from the crowd and deliver value-added services. In this article, we will explore some of the innovative account management strategies that can give your practice a competitive edge, such as:

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Mike Hamm

Helping financial professionals retain their clients, grow their business and increase their wallet-share through…

1 Leveraging technology

Technology can be a powerful tool to enhance your account management capabilities, as it can help you automate and streamline your processes, communicate and collaborate more effectively, and provide insights and analytics to improve your decision-making. For example, you can use a CRM (customer relationship management) system to store and manage your client data, track your interactions and activities, and segment your clients based on their needs and preferences. You can also use various communication platforms, such as email, phone, video conferencing, chatbots, and social media, to stay in touch with your clients, provide timely and relevant information, and address their queries and concerns. Moreover, you can use data analysis and reporting tools to monitor your account performance, identify trends and patterns, and generate actionable recommendations to optimize your services and outcomes.

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Mike Hamm

Helping financial professionals retain their clients, grow their business and increase their wallet-share through marketing at 1847Financial!
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Leverage technology but understand your business process first. Find technology that automates your business, your process, without sacrificing your CX or your secret sauce. Don't let technology change the way you want to do business. Find tech that empowers your current business & process.

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2 Offering personalized solutions

Personalization is a key factor to differentiate your practice from your competitors, as it shows that you understand your clients' unique needs, goals, and challenges, and that you can tailor your solutions accordingly. To offer personalized solutions, you need to conduct thorough research and analysis of your clients' profiles, preferences, expectations, and feedback, and use this information to design and deliver customized services that match their specific requirements and add value to their business. For example, you can create personalized proposals, reports, presentations, and newsletters that highlight your clients' pain points, goals, and achievements, and showcase your expertise and solutions. You can also create personalized offers, discounts, rewards, and incentives that reward your clients' loyalty and encourage repeat business and referrals.

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3 Developing strategic partnerships

Strategic partnerships are another way to enhance your account management strategies, as they can help you expand your network, access new resources and opportunities, and create synergies and value for your clients. By partnering with other professionals or organizations that complement your practice, you can offer your clients a wider range of services, solutions, and benefits, and increase your credibility and reputation. For example, you can partner with experts from different fields or industries that can provide specialized knowledge, skills, or tools that can enhance your services and outcomes. You can also partner with local or regional associations, groups, or events that can help you reach new audiences, generate leads, and increase your visibility and exposure.

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Mike Hamm

Helping financial professionals retain their clients, grow their business and increase their wallet-share through marketing at 1847Financial!
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Financial professionals should have an amazing network of colleagues like CPAs, attorneys, real estate agents, private bankers, doctors, dentists that enable you to refer your clients to the best of the best within your own network. And where you see opportunities for them to refer business to you - encourage the same.

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4 Fostering client engagement

Client engagement is essential for building and maintaining strong and lasting relationships with your clients, as it involves creating meaningful and memorable interactions that increase their satisfaction and loyalty. To foster client engagement, you need to communicate regularly and effectively with your clients, provide them with valuable and relevant content, and solicit their feedback and input. For example, you can use newsletters, blogs, podcasts, webinars, or social media to share useful and interesting information, tips, insights, or stories that relate to your clients' needs and interests. You can also use surveys, polls, quizzes, reviews, or testimonials to collect and analyze your clients' opinions, preferences, and satisfaction levels, and use this data to improve your services and solutions.

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5 Adopting a proactive approach

A proactive approach is a key to successful account management, as it involves anticipating and addressing your clients' needs and expectations, and providing them with solutions and opportunities before they ask for them. By adopting a proactive approach, you can demonstrate your value and expertise, increase your clients' trust and confidence, and create a competitive advantage. For example, you can conduct regular account reviews and audits to assess your clients' current situation, performance, and goals, and identify any gaps, risks, or areas for improvement. You can also conduct market research and analysis to spot any trends, changes, or opportunities that can affect your clients' business, and provide them with recommendations and suggestions on how to adapt and benefit from them.

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Fabricio Costa

Gerente de contas | Head | Gerente Comercial | Especialista em e-commerce | Projetos Digitais | CX | ERP | Ecommerce
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Uma atitude proativa é a chave para o sucesso de um gerente de contas. Uma armadilha que muitos caem, ao n?o se organizarem nas demandas e atendimentos, é virar um "tirador de pedido". N?o se seja ruim quando um cliente solicita um novo servi?o ativamente, pelo contrário, porem, somente estas vendas n?o costumam ser o suficiente para alcan?ar os resultados esperados. Ser proativo, e conhecer bem os clientes da carteira é a chave para uma venda de valor.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Mike Hamm

Helping financial professionals retain their clients, grow their business and increase their wallet-share through marketing at 1847Financial!
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Adopt client experience (CX) as a discipline. The best client experiences are not "process improvement" initiatives. The best CX is one that is intentionally designed around the client needs, questions, concerns and solutions at the right place and time in your process. Design your CX to be intentional and to engage with your clients. Don't just focus on delivering great customer service. This means how you attract clients has an intentional process, how you onboard new clients has an intentional process, how you support those clients has an intentional process, and not just a responsive customer service team.

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What innovative account management strategies give your practice a competitive edge?

1

2

3

4

5

6

1 Leveraging technology

2 Offering personalized solutions

3 Developing strategic partnerships

4 Fostering client engagement

5 Adopting a proactive approach

6 Here’s what else to consider

Practice Management

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What innovative account management strategies give your practice a competitive edge?

1

2

3

4

5

6

1 Leveraging technology

2 Offering personalized solutions

3 Developing strategic partnerships

4 Fostering client engagement

5 Adopting a proactive approach

6 Here’s what else to consider

Practice Management

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