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Performance Press

Webinars Can be Beneficial, If Done Right

Webinars Can be Beneficial, If Done Right

Live sessions can be a fantastic channel for connecting with potential and existing clients and demonstrating your business' expertise in a certain area. Technology has become more user friendly, and there are a host of platforms, such as Shindig, SlideShare, WebEx, Google Hangouts, AnyMeeting and OnWebinar.com, that enable individuals and companies to stage webinars or video chats for a large [...]

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By Shauna Trainor | May 28, 2013 | Brand Management, Client Relationship Management, Resource Management
How LinkedIn Can Benefit Financial Advisors

How LinkedIn Can Benefit Financial Advisors

LinkedIn's millions of users leverage the professional social networking site to share their content with business-minded peers and connect with decision-makers of companies they might never get to meet in the "real world." Indeed, an infographic from Imbue Marketing described the site as "the Facebook for grown-ups." Research conducted by LinkedIn, in partnership with FTI Consulting and [...]

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By Shauna Trainor | October 02, 2012 | Brand Management
Your LinkedIn Profile Can Be a Marketing Tool

Your LinkedIn Profile Can Be a Marketing Tool

I have discussed LinkedIn in the past, mentioning it as just one of the many social media platforms that you can integrate into your marketing mix. But the professional networking website can serve as much more than a digital business card. When properly designed, utilized and leveraged, it can open up entirely new groups of clientele and expand your presence beyond the people who have your [...]

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By Shauna Trainor | August 14, 2012 | Brand Management, Effective Sales Strategy
Serving Your Clients Through Multiple Channels

Serving Your Clients Through Multiple Channels

Communication is the focal point of customer service, and a failure to talk with the clients you serve is essentially a guarantee that the relationship will be shallow and short-lived. Research has indicated that people are integrating more technology when they reach out to the businesses that serve them. Social media sites such as Facebook and Twitter and online customer service chats are [...]

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By Anthony Lam | July 05, 2012 | Client Relationship Management, Resource Management
Consistent Contact Keeps Loyalty Strong

Consistent Contact Keeps Loyalty Strong

Technological developments and globalization have enabled every industry to expand beyond its regions and acquire clients across the world. Yet long-distance relationships can be trying, making the challenge of maintaining loyalty even more difficult. Recently, I was doing some research on client loyalty, and found a piece on the Harvard Business Review blog written by Dorie Clark, a [...]

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By Anthony Lam | June 07, 2012 | Client Relationship Management
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