annual client review | The Zebra Blog

Posts Tagged ‘annual client review’

Anxiety or Covid-19: What is the Real Danger to Your Business?

There are many ways to react about the virus breakout. It doesn’t seem to matter where you go – the news is talking about it everywhere. It is completely normal to feel concerned, unsure, nervous, worried, and more. However, the reality is that there is not a lot that any of us can do about […]

Ask Denise: Meaningful Reconnecting

Q: “Denise, yesterday at your Summit (#RESS2020) you presented an interesting tool for agents to use to reconnect with past clients they haven’t been in touch with for a while. Can you share that with me? I am – er – asking for a friend.” A: Please let your friend know that all hope is […]

Five Changes for a Better 2020

Here we are. Just one last business week and 2019 will have sailed over the horizon and into the past. The holidays are nearly here and come January you’ll be refreshed and ready for a fresh start. Right? Have a bad 2019? Put it behind you. It is over. It’s done. It’s time for a new you. It’s […]

The Last 90 Days Can Make or Break Your Year…and Set the Tone for Next Year

Every year around this time I hear from agents that are examining their current year’s production and are worrying about finishing the year strong.  After nine months of hard work it is normal for agents to get tired, lose some of their selling steam, and be looking forward to the holidays.  Most agents want a […]

Ask Denise: Setback? Rebound!

Denise, I am frustrated! I have been in the business for 15 years and each year my business has gotten a little better and a little better. I was on track at the beginning of the year to finish the year a smidge higher than last year, but several clients have had a change of […]

Turn Off the News and Get Back to Work

I have been overwhelmed with concern from many of my clients about the state of our country now that the election is over and we have a new a new President. I work hard NOT to discuss politics and I will adhere to that rule in this week’s Zebra Report. BUT… I do need to […]

On Sale – Annual Client Review

Now through January 15th you can save 20% on the purchase of our Annual Client Review client care system! Perhaps the single most important follow-up and client care activity that you can do every year is the Annual Client Review. This snapshot of market activity is appreciated by clients, demonstrates your expertise and gives you […]

Connect with Your Clients with an Annual Client Review

agent by house

The holiday season is a great time for people to connect and reconnect with each other. Every year at this time agents ask me what they can do to connect with their clients in a big way during the holidays. While I do agree that it is nice to get a holiday greeting of some […]

Ask Denise: Annual Reports

Q: Denise, my business has slowed down a little bit (which is actually a good thing) but I want to put myself in a strong position in January. I have heard something about some annual report that you recommend for past clients. Tell me more! A: Absolutely! When I was an agent, creating an Annual […]

Ask Denise: Client Holiday Gifts?

Denise Lones

Q:  Denise, I always wonder about what I should send to my clients this time of year. I usually just send a card, but others in my office are giving their clients wreaths, pies, and cookies. I do send a meaty personalized report in January, but am I missing the boat here? Should I just […]

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