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Four Ways to Bring New Business in the Door

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Call them by name 3 times each visit.

One way to grow your practice is by treating your clients as guests, not customers.

That includes calling them by name – at least three times during every encounter, experts suggest – and learning details about their family, job and expectations.

Another tip: strive to create a positive experience for your clients at every step in the process – from initial interview to case closing.

Those are some of the pointers from the U.S. Chamber of Commerce article, “Secrets for Bringing Customers In.” See below for more tips.

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Secrets for Bringing in New Business

Here are four things business franchise owners are doing to attract new customers, courtesy of the US Chamber of Commerce article. Some of these tips might work in your practice.

  • Hire employees who care. The goal: to create a team culture that is committed to providing a great experience for clients. How to get there: Seek employees with strong people skills; model courteous, caring, competent behavior. (Source: Vanessa Yakobson, CEO, The Blow Dry Bar)
  • Meet your clients where they are. The goal: to meet their specific needs. How to get there: remember that there’s no substitute for physical presence and human connection. (Source: Devan Kline, CEO, Burn Boot Camp)
  • Burnish your credentials as an expert. The goal: to become a go-to legal source. How to get there: always be learning; develop a niche area of expertise. (Source: Heather Anderson, vice president of operations at The Little Gym)
  • Create a safe environment. The goal: to reassure jittery clients that your office is safe, healthy and secure. How to get there: let clients and prospects know the post-pandemic steps you’ve taken. (Source: CG Funk, Massage Heights)

Few areas of the law are changing more rapidly than Cannabis Law. Legal and ethical issues regarding marijuana (medical and adult-use), hemp and CBD touch on practically every area of the law: from litigation and contracts, to licensing and zoning, to business formation and insurance. Having a working knowledge of the basics is essential. Plan now to attend the free, one-hour, live CLE webinar “Cannabis Law Chapter One: Covering the Basics from Ethics to Insurance” on March 30, 2022 at 12 noon CST. This webinar features two of the most experienced, knowledgeable and impactful lawyers in the U.S. on cannabis law: Lisa L. Pittman, chair of the American Bar Association Cannabis Law & Policy Committee, whose pioneering efforts led the ABA to formally embrace this emerging practice area; and Khurshid Khoja, chair of the National Cannabis Industry Association, the country’s oldest and largest cannabis trade organization. The course will highlight key substantive topics, address ethical concerns, offer best practices for risk management, and identify ethical concerns. It will also give you online links and key resources for your continuing education. This free, one-hour webinar is the latest in Alta Pro’s ongoing series of cutting-edge CLE programs. Register here.


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In an age of consolidation where increasingly impersonal transactions have made customer service an oxymoron, we bring together independent agents, insurance companies, and other industry specific service providers to develop and deliver insurance products and risk management solutions that benefit our insurance customers.

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