Kickstart Your Week ~ Become Memorable
Quick recap
The team discussed their weekends, technical difficulties, and the importance of maintaining client relationships, with a focus on creating memorable moments for clients to deepen relationships and improve business. They shared examples of thoughtful gestures, such as sending flowers or gifts for special occasions, and emphasized the need to act quickly when opportunities arise. The discussion also covered strategies for reaching out to banks and credit unions, with an invitation to join weekly strategy sessions.
Next steps
All attendees to implement a system for discovering, documenting, and delivering memorable moments for clients and referral partners.
All attendees to consider joining Tim's Monday afternoon sessions on strategies for calling on community banks and credit unions.
All attendees to share their experiences and successes in creating memorable moments with Cathy or Nino for future discussions.
All attendees to explore using Fairway Cares packages for clients experiencing loss or difficult situations.
All attendees to read recommended books: "The Go-Giver," "Mr. Schmooze," and "The $6,000 Egg" by Todd Duncan.
All attendees to watch the "Unreasonable Hospitality" Ted Talk or "The Bear" segment based on Will Guarta's book.
Summary
Casual Meeting With Personal Anecdotes
The team had a casual and light-hearted meeting, with everyone sharing their faces and personal anecdotes. They discussed the importance of social media and the value of sharing personal experiences. The team also expressed their appreciation for everyone's willingness to attend the Monday meetings.
Creating Memorable Moments for Clients
The group discusses the importance of creating memorable moments for clients to deepen relationships and improve business. Nino introduces a three-step approach: discover, document, and deliver. Participants share examples of how they engage with clients, including attending their children's events, using social media to learn about clients' lives, and sending personalized cards or gifts. The discussion emphasizes that small, thoughtful gestures can be as impactful as grand gestures, and that consistently making "deposits" in relationships builds goodwill for challenging times. Rachel shares a touching example of a past client reaching out to her, demonstrating the long-term benefits of building genuine connections.
Creating Memorable Moments With Clients
The group discusses the importance of creating memorable moments and building relationships with clients and team members. They share examples of thoughtful gestures, such as sending flowers or gifts for special occasions, and emphasize the need to act quickly when opportunities arise. Nino suggests developing a system to track and leverage personal information about clients and partners. The discussion also covers strategies for reaching out to banks and credit unions, with Tim inviting participants to join weekly strategy sessions. The call concludes with encouragement to be consistent in providing memorable moments and to share successful experiences with the group.