Now that you’ve found some new clients, what’s next? Some clients may only want a simple transaction, but how do you build a long-lasting relationship with them? The best advisors don’t only make that one sale but they also keep their new clients loyal and coming back. Having issues going beyond that first sale and don’t know why clients keep ghosting you once a transaction is made. Don’t worry, TMR has the right advisor for you.
Friends of Ryan Roman, a Travel Advisor at Sunset Travel And Cruise, have said he understands the importance of adequately onboarding clients. A big step he takes is explaining what the booking will entail and his capabilities well in advance to manage expectations and set boundaries. Join Ryan for a live interview on Zoom sponsored by Avanti Destinations on June 1 at 1:00 PM EST.