We think of our Binder Delivery Meeting as a Thank You Customer Referral Program.

It is an outstanding way for you to showcase your great service to the customer in a personalized, thoughtful and appreciative way. Doing so puts this moment as one of the highest for their appreciation of you as well. And that is the ideal time to find out if they have someone else in their life that deserves such level of care with their financial matters. Don’t pass up that opportunity.

The meeting should be delivered the same way to all customers by all members of your team, and should include a personalized binder containing their important documents with a detailed description of the contents behind each tab, an array of gifts that express your thanks and a copy of your client Referral Guide.

Make it your signature process.

Click here to download the PDF on Making Your Own Personal Inventory Binder