RSI In The News
RSI CEO Spencer Williams and Todd Lacey of NRP member firm The (k)larity Group collaborate for article published in Life Insurance Selling magazine.
In the Retirement Plan Market, the Name of the Game is Client Retention.
How many times have you heard somebody say, “The easiest customer to get is the one you already have?” This adage has been around for a long time because it’s absolutely true. It is easier and more cost-effective to keep an existing customer than to find a new one.
But — and it’s a big “but” — you can’t take those valuable clients for granted and expect them to remain loyal. Differentiating your services is key to winning business in a competitive environment. Many advisors in the retirement plan business would like nothing more than to snatch up your customers. The way to keep your clients happy, and retain them for the long term, is to deliver more proactive, higher quality service than your competitors.
Click to read the full article.