Advisor Technology | 02/08/2017
Remembering to Remember – How Advisors Can Maximize Their CRM with Key Dates
I like to think that I’m good at remembering dates. If nothing else, I usually feel very sure of what I’m remembering. My wife, on the other hand, puts no stock in remembering dates. For the first few years we were together she couldn’t remember my birthday, which I found amusing. She might not be great at remembering dates but, like most people, even she really appreciates it when an important day is remembered.
Ten years after I proposed to my wife, I took her out on the same exact date and proposed all over again, with a new ring and a much fuller picture of what we were both committing to. It wasn’t until I was proposing again with a ring in my hand that she realized what was happening and what day it was. Once she put it all together, she was pretty impressed (and not just because I’d managed to arrange childcare for us to go out).
It’s kind of a given that you’ll remember holidays, birthdays or anniversaries for your clients, but if you really want to blow people away, mark down the dates that no one else might remember:
- graduation dates for kids in high school
- a health milestone like being cancer-free
- completing a marathon
- retirement dates
- special vacations
With Valentine’s Day just around the corner, it’s especially kind to reach out to your widows and widowers to say hello.
Put these dates in your CRM (you have a good one, right? If not, shoot me an email and I’ll point you toward the one that’s best for you). Then, the next year, when that day rolls around, you can send a little note.
Remembering these important days builds relationships in tremendous ways.
Have a story about the value of remembering important dates for clients? I’d love to hear it.
READERS ALSO ENJOYED
Advisor Technology | 01/05/2017
This article was originally published in the January issue of the Journal of Financial Planning. Nowadays,...
Advisor Technology | 11/02/2016
Advisors often ask me what I think of their websites. Sometimes I have to take a...
Advisor Technology | 10/26/2016
Recently I drove from Omaha to Kansas City with my wife. As we passed the time,...