Build your client’s trust

Follow through

Trust is the key to any solid foundation that client relationships should be built upon. Bringing new clients on board and keeping them there is no easy feat. If your client doesn’t trust you, it’s impossible. The easiest way to lose a client is to overpromise and under deliver. Many producers feel like they have to make these extravagant plans in order to secure a client.

Instead, find satisfaction in the small victories. When you tell a client you’re going to follow up with them on a Tuesday, call that Tuesday. Don’t wait until Wednesday. The small goals that you know you can deliver will pave the way to growing your book of business.

There is also no such thing as over-communicating, especially with new clients. At a minimum, contact your client every quarter. If possible, forward an article to them you think they’d like or check in with them once a month. Feel free to use the information that Glatfelter sends out on a regular basis.

Your client will know you are keeping them in mind and that they aren’t just a number to you. That instilled trust will last the rest of your broker-client relationship.

DISCLAIMER

The information contained in this blog post is intended for educational purposes only and is not intended to replace expert advice in connection with the topics presented. Glatfelter specifically disclaims any liability for any act or omission by any person or entity in connection with the preparation, use or implementation of plans, principles, concepts or information contained in this publication.

Glatfelter does not make any representation or warranty, expressed or implied, with respect to the results obtained by the use, adherence or implementation of the material contained in this publication. The implementation of the plans, principles, concepts or materials contained in this publication is not a guarantee that you will achieve a certain desired result. It is strongly recommended that you consult with a professional advisor, architect or other expert prior to the implementation of plans, principles, concepts or materials contained in this publication.

This blog post may contain the content of third parties and links to third party websites. Third party content and websites are owned and operated by an independent party over which Glatfelter has no control. Glatfelter makes no representation, warranty, or guarantee as to the accuracy, completeness, timeliness or reliability of any third party content. References to third party services, processes, products, or other information does not constitute or imply any endorsement, sponsorship or recommendation by Glatfelter, unless expressly stated otherwise.

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This website may contain the content of third parties and links to third-party websites. Third-party content and websites are owned and operated by an independent party over which Glatfelter Insurance Group has no control. Glatfelter makes no representation, warranty, or guarantee as to the accuracy, completeness, timeliness or reliability of any third-party content. References to third-party services, processes, products, or other information does not constitute or imply any endorsement, sponsorship or recommendation by Glatfelter, unless expressly stated otherwise.