When you build relationships of trust, you create lifelong clients and customers. Learn how to build your business the right way with Eric McNiel of Diamond Financial Group.

Financial Regulation

Is it enough to be certified? Will that make people trust you?
In the financial space, it’s a good idea to start with brand recognition. Work with a big bank with big name recognition.
You can go to broker check and type in anyone in the industry and get their full history.

Interview your clients

When you’re in the sales process, you are interviewing them as much as they’re interviewing you.
Find the type of client that you want to work for.
Don’t be desperate!
Before you go into business, have some funds to fall on so that you aren’t as desperate.
If a sale falls through the first time, try one more time. Don’t push one client too hard though.
Always explain WHY you’re giving a recommendation. That’s a great way to build trust.

Building an online reputation and reviews

Make sure that you’re putting your clients first and taking care of them.
If there are any issues or problems with your service, sit down with your client and talk through it. Treat them like people!
Don’t get your money and then let things go.
Sit down with your client and talk through what you’ve done and make a plan for the future.
Create lifelong clients.
Be different. Go above and beyond what your industry does.

Best things Eric has done to market his business

Eric has started putting a lot of effort into bigger businesses and people that can refer others.
Look for the right client sources.
Be efficient. Find a marketing plan that will get your more bang for your buck.
Talk about the value that you bring. Instead of selling your service, talk about the problems your industry is experiencing.
If you do it right, your clients will come to you. Inbound marketing is the best!
Be active on social media, but give a variety of content.

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Create Lifelong Customers with Eric McNiel of Diamond Financial Group