Pushing your communication out to your clients in an engaging video over email, on your website, and across your social media channels is an ideal way to demonstrate proactivity and achieve that visibility you need with your existing clients. And never underestimate the power of social sharing—which is a surefire way to attract prospects.
Remember: by showing your clients you care and by sharing information that will give them comfort and confidence, you’re also building your brand—as an individual and as a firm. This is a way to “bottle the magic” of your business and formalize a process for marketing to prospects.
Having a recognized brand, backed by a stellar reputation, and enhanced by a proven process and track record of organic growth will indicate to potential suitors in the future that your business is worthy of top-dollar consideration—because you’ve built something during a bear market that they can feel bullish about.
Jim Dickson is founder and CEO of Sanctuary Wealth.