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Use Friendship Sloops

07:30AM Mar 05, 2009 in category Tip of the Day by AdvisorMax

Start with your best clients first, find several things they are deeply interested in, set up a tag or flag in your contact manager, and let Google do the rest. --Bob Cobb

I would send [google friendship sloops] directly to a part-time assistant who you could hire for a few hours a week to help you search the alerts for the best stuff, print it out and send it to you. (This could be a part-time teller looking for a few more hours a week, a stay-at-home mom or a retiree who might like to take on a project.) You can browse through it to learn more and occasionally add a quick handwritten note and send it to your client.
Don't go to the well too often—a note every week might cause them to wonder if you have time to manage their money—but send an article several times a year. Start with your best clients first, find several things they are deeply interested in, set up a tag or flag in your contact manager, and let Google do the rest.

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Bob Cobb in
Using Google for Client Touches

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