Financial Psychology

Marketing Moneymax® to Existing Clients

Opportunity:

Using Moneymax with clients gives you an opportunity to:
	Demonstrate your commitment to continually provide service to your clients.
	Confirm that you and your clients fully understand their money management needs, and you are, therefore, best serving those needs OR discover new insights that help you better serve their needs.
	Establish new dialogue that helps you expand your business or plan implementation with clients.
	Create an additional opportunity to show value, and then ask for recommendations.

Using Moneymax with clients gives you an opportunity to:
	Linked below is a letter introducing your clients to Moneymax. Mail this letter to those clients you are not scheduled to see in the near future.
	Call your best clients to offer them this new service. (See the Recommendations section for phone tips.)
	For each upcoming scheduled appointment you have, send a Moneymax questionnaire in advance, and ask clients to return it at a specified date several days in advance of the appointment. Ask them to mail or fax it back to you so you can have a report prepared in advance. MAKE THIS PART OF YOUR ROUTINE.