KEB Marketing Minute Planning your Summer Client Relationship Touches April 27, 2017 Presented by Art Kuesel

Today’s Workshop Success Stories! Time to Revisit Your ABS Call List Planning to Succeed with Clients in Late Spring 2

CPE Credit If you’re not in a room with others or can’t sign-in traditionally, email Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 3

Success Stories

Success Stories If you’re not in a room with others or can’t sign-in traditionally, email Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 3

Success Stories Jenny Z: Bank of Edwardsville, widow in Vegas, and glowing client thank you note. Bryan H: Heart surgery, wedding gift, “I wish I would have switched you years ago,” Cardinals tickets, freebie services John E: Radiant referral source and client thank you letter on 4/17. 3

Dig out your ABS List

Use your ABS Call List Daily! (Min. 1x week)

Planning for your Summer Client Relationship Touches

Three Simple Steps to Follow STEP 1: Map out your clients by week STEP 2: Do your activities STEP 3: Repeat

Summer Client Relationship Touches STEP 1: Map out your clients by week

Summer Client Relationship Touches STEP 2: Execute on your Touches Take client out to lunch Send a birthday card Invite to Cards game Tour their facility Bring their team food Send article of interest Be proactive with ideas that can help Reference your “25 Ways” Handout

How do we help our clients with their top pains? STEP 3: Repeat Start the process with another client!

Rewards of the Process Happy clients referring us Goodwill Additional opportunities Revenue Client retention Getting closer to trusted adviser! And more… 14

Building your Action Plan

Can you do one client relationship touch per week all summer? Client Relationship Touches Reference your ABS Call List Plan out your Summer Touches Succeed Share successes! REMEMBER TO CODE YOUR TIME TO CLIENT DEVELOPMENT! 16

Resources www.kueselconsulting.com/KEBminute Slides Tools Subscribe to my monthly blog too!

CPE Credit Reminder If you’re not in a room with others and can’t sign-in traditionally, email Sue Nold with the word “April” and that will serve as your CPE sign-in verification for today’s meeting 18

Thank you! For tools, resources, and a monthly blog subscription on marketing, sales, and growth topics go here: www.kueselconsulting.com Or contact Art: art@kueselconsulting.com 312.208.8774