"Just lost a big client."
Sara Grillo, CFA
Bringing transparency and logic to financial advisor marketing
Question from a subscriber: "Sara, I am feeling the pain. Just lost my biggest client and I have no idea how I am even going to make it up."
No loss; here's how to invest the time that you have gained by that client leaving.
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Take these actions TODAY:
You may not replace that huge client, but you will probably stir up some momentum and at least get somebody to do business with you.
Yeah?
Yaaaaah.
BOOM - there you go, today's marketing tip for ya!
-Sara G
领英推荐
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Just letting you know, in case you need me at some point.
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-Sara G
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Disclaimers
All characters in this article are fictional in nature. Any similarity to individuals, living or dead, is entirely coincidental.
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Nothing in this communication can be construed as legal or compliance advice. For advice about complying with your company’s regulations regarding marketing-related activity, please consult your legal or compliance officer.
Grillo Investment Management, LLC will strive to maintain current information however it may become out of date. Grillo Investment Management, LLC is under no obligation to advise users of subsequent changes to statements or information contained herein. This information is general in nature; for specific advice applicable to your current situation please contact a consultant or advisor.
Financial Strategist | IDF Veteran | Podcast Host | Let's help build your Resilience through your financial planning
4 个月This is very insightful!
I help Physicians and Business Owners align money with values.
4 个月I like the reframe of reinvesting the time. Thanks!