September 17th, 2011 
jvremec
Financial Advisors Grow New Customer Base with Seminar Mailings to Economically Specific Mailing Lists
Financial advisors have continued to have great success filling seats at their seminars with financially targeted mailing lists. Households are a lot more cautious with their money and investing in this economy. A seminar mailing postcard will normally invite a household with one guest to a free lunch or dinner at a local restaurant and allows for a more personalized sales pitch. The response rate with such a great offer and targeting list will typically get a higher rate of return when compared to other mailers with economically specific mailing lists.
A popular mailing list used for seminar mailings would include selecting by ages, typically 45+, home ownership, and income or income producing assets. Income producing assets is a great selection to add to your list criteria, since this is based on a household’s financial situation. This select is pulling based on the amount of money they currently have invested. You can also use a senior mailing list with income producing assets.
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do you think customer service seminar is important?and why?
In general, YES — though I believe most customer service training provided by individual lecturers will not show measurable improvement in your revenue or customer satisfaction scores.
Customer service may seem like something you do all the time, right? But how often do you strategically consider the motives and responses to your actions? How often can you compare your motives and responses with established metrics for customer satisfaction? Thinking through customer service will have you providing customer service in a whole new way.
Consider driving your car. You may do it every day. So – do you drive at the optimal speed to conserve your gas? Do you drive the optimal route to keep wear-and-tear at a minimum? Are you carrying extra weight in your car, causing unnecessary waste? Sometimes one needs to focus on the things one does all the time to better understand them, and improve them for the future.
Customer service is the foundation for a successful business. It brings customers back — and inspires them to market your business through word-of-mouth to hundreds of others. Shouldn’t one look a little closer at customer service?