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Saturday, July 07 2018
Relationship Marketing Weekly: Financial & Insurance Professional Part 2

On this week’s Relationship Marketing Weekly, Relationship Marketing Expert Kody Bateman interviews Insurance professional Bret Weston!  Bret explains how he created a 90% referral based business and maintain a 95% retention over the past five years. It’s an amazing story that I know you’ll enjoy!

Posted by: Andrea Shepherd AT 06:43 am   |  Permalink   |  Email
Sunday, July 01 2018
Relationship Marketing Weekly: Financial & Insurance Professional

Insurance and financial service professional Mike Smith’s retention/persistency rate is 20% higher than the national average. 80% of his book of business has come from referrals. 100% of his Medicare business and 90% of his annuities business has come from, you guessed it, referrals. How does he do it? His answer will absolutely amaze you…

Posted by: Andrea Shepherd AT 10:37 am   |  Permalink   |  Email
Wednesday, June 06 2018
7 Effective Ways to Lead With Your Heart

Too often business is all about doing what your head tells you to do rather than your heart. Leaders are ideally positioned to put humanity, compassion, and purpose back into the workplace, so why not use that power?

By putting people first, and by tapping into employees’ unlimited wells of creativity, initiative, and productivity, the psychic and the financial rewards to your company and the people who work within it will be truly remarkable. Here’s how.

1. CONNECT WORK TO A MISSION
If you don’t know where you’re going, any road will take you there. The heart-centered leader is a master of divining an organization’s mission and then developing a vision for what paths the organization should take to achieve it. Everyone’s work is positioned as part of a larger, big-story purpose. As Xerox PARC guru John Seely Brown put it, “The job of leadership today is not just to make money. It’s to make meaning.”

2. SPEAKING OF CONNECT. . . CONNECT!
Business is built on a foundation of strong relationships both inside and outside the organization. This makes two-way communication and true dialogue with your people critically important. The best leaders encourage an open flow of ideas throughout the organization and break down the walls that separate employees from one another.

3. LEAVE NO EMPLOYEE BEHIND
None of us is as smart as all of us. Every employee is a source of unlimited ideas on how to improve his or her organization’s products, work processes, and systems. Most employees simply need to be invited to participate and then positively reinforced when they do. However, employee participation only works in an environment of complete and unconditional trust.

4. DON’T JUST TOLERATE WORK-LIFE BALANCE, INSIST ON IT
In the past, companies demanded–and got–the best part of their employees’ lives. Today, the people who run the most successful companies have learned that helping workers balance their lives on the job and off results in a healthy environment with less stress, much higher productivity, and much lower employee turnover. That is a sure recipe for a better bottom line.

5. SHARE THE WEALTH
Former Labor Secretary Robert Reich provides two compelling reasons that organizations should share financial success with their employees: First, if you want to attract and keep talent, you have to pay for it. Second, if you want that talent to work with the enthusiasm that comes from ownership, you have to trade equity for it. By sharing the wealth with your people (through competitive pay, performance bonuses, stock options, and the like), you create extremely powerful organizational glue.

6. HAVE MORE FUN
Employees who have fun at work are happy employees, and happy employees are more productive employees. Not only that, but research shows that fun restores immunity, elevates endorphins, and reduces diseases and work absences. There’s simply no reason to have unhappy employees in your organization. Can’t think of anything fun to do? Consider afternoon bowling outings, baseball games, cookouts, goofy hats, impromptu karaoke contests, and mock casinos for a start. Or just ask your employees.

7. BELIEVE IN THE POWER OF ONE
When you lead with your heart, others are sure to be touched, both inside and outside the organization. Putting people first is the key to unleashing the full power and creativity of employee teams, superior customer service, strengthened client relations, and closer and more productive relationships with vendors and suppliers. One person can make all the difference in the world, and there’s every reason for that person to be you.

To secure your best year yet, you may consider using a service like this one. In just minutes, you can create a custom card, add a personal message and picture, and do it all right from your mobile device!  You can even include one of their many gift selections like their amazing brownies, their new premium line of chocolates, you can even include a Starbucks card!

If you would like to learn more about how to incorporate a Relationship Marketing Strategy in your business, feel free to call or text me (Andrea Shepherd) at 424-442-0143.  I will answer all your questions and help you build relationships, increase referrals, and make an amazing impression on all your clients, friends and family!

Source: Inc.com

Posted by: Andrea Shepherd AT 07:47 am   |  Permalink   |  Email
Friday, November 17 2017
The Power of Christmas Greetings In Your Business

CHRISTMAS IS THE BIGGEST HOLIDAY FOR CARD SENDING…

Christmas Greetings are sent each year to the tune of 1.5 billion cards, that’s more than any other holiday. Holiday cards account for 60 percent of card sales each year.

Aside from families and personal cards, businesses find it a great time to send out Annual Christmas Greetings saying Thank You for your business, to customers/clients, prospective clients and employees.

HERE ARE A FEW OTHER BENEFITS OF SENDING OUT CHRISTMAS GREETINGS…

  • You stay top of mind
  • Shows you appreciate your current clients
  • Business relationships are enhanced
  • Promotes Referrals and New customers
  • Retains your current customers

SOME OTHER TIPS TO KEEP IN MIND WHEN SENDING CHRISTMAS GREETINGS…

  1. Be Sensitive to Traditions (seasons greetings or happy holidays)
  2. Update Your List (organize throughout the year to save the last minute hassle)
  3. Adding Personal Signatures
  4.  Mail to Home Address (for the biggest impact)
  5. Use Titles (such as Mr. & Mrs. etc…)
  6. Buy Quality Cards
  7. Avoid the Mail Rush (mail on time for the Holiday)

Organizing your Holiday Card List & Preparing your Christmas Greetings or Holiday cards before Thanksgiving will help you to enjoy the Holiday Season and give you more time to celebrate.

If you find yourself to late for Christmas Greetings, don’t panic!

Simply send out a greetings that thank your customers/clients for their business for the past year and that you look forward to serving them in the New Year.

Also important, don’t forget these great reasons for sending greeting cards to enhance your business throughout the year, until the Holiday’s roll around again…

  • Birthdays
  • Thank You
  • Thanks for the Referral
  • Sorry to hear
  • Anniversary Date of Client Relationship

Share this post and leave me a comment below if you have a fun idea or reason to send your clients greeting cards!

I’m sending Christmas Greetings your way in hopes that you have a wonderful Holiday Season and may 2017 bring you much joy and prosperity…Happy Holidays take care Everyone 

If you enjoyed this blog post today, feel free to like, comment, and share it. Much appreciated!

Reach out to me on Facebook if you have questions or want to chat with me.

Call/Text Me: (424) 442-0143
Email: andrea@andreashepherd.com
Have questions? Click here to chat with me on Facebook

Posted by: Andrea Shepherd AT 09:00 am   |  Permalink   |  Email
Thursday, March 30 2017
Insurance Agency Doesn't Advertise, Doesn't Do Social Media & Succeeds Anyway!

Watch this crazy insurance lady!

She didn't advertise. She didn't do social media. She focused solely on RELATIONSHIPS and won! Big time.

Here is a transcript of what she has to say:

most recently i just sold insurance agency 0:05 and retired and I wanted to take a 0:07 minute or two to tell you about how we 0:10 utilize send out cards and the teachings 0:13 of cody Bateman in that insurance agency 0:16 and so what we did for the last six 0:19 years I've been a customer of send out 0:21 cards and we utilize that system in our 0:23 agency to send about 850 Birkett cards a 0:27 year we also had a referral program so 0:30 if someone refer business into our 0:32 agency we would acknowledge the referral 0:35 and send out i think you know with a 0:37 starbucks card and we did that right 0:38 from our send out parts website or we 0:41 can do it from our phone and so it made 0:44 it really easy to act on our promptings 0:46 to appreciate when people refer to us we 0:51 also taught our staff to basically 0:55 listen to the customer and by building 0:58 the relationship we were asking them 1:01 about what was going on in their life 1:02 and we listened about babies or 1:04 celebrations or we acknowledge people 1:07 and they got sick with cinema get-well 1:09 card or maybe if we heard someone had a 1:11 death in the family we would send a 1:13 sympathy card and so we just wanted them 1:16 to know that they matter to us as a 1:19 person we wanted to build that 1:21 relationship and that they mattered 1:23 beyond the insurance transaction and it 1:26 was our number one mode of marketing we 1:30 did not use email marketing we did not 1:32 use facebook we did not use twitter we 1:36 only use send out cards to touch our 1:38 customers and some of those customers 1:40 i've never met i had 1500 + customers so 1:42 them around the country I've never met 1:44 them but I could still effectively build 1:47 the relationship to send out cards i 1:51 didn't have to see them every day I had 1:52 this powerful tool that I could send 1:55 them something and let them know that I 1:57 cared you can definitely make a 2:00 difference and you can be unique in a 2:03 noisy world and send out cards is that 2:06 powerful tool so i hope this helped 2:09 and I hope you have a great day.

Here is how YOU can get signed up.

When you sign up - I will gift you about $500 in bonuses! What are they? When you sign up for a marketing bundle or business bundle I will create your first custom brand manager card back. I will put your logo and contact information together in a graphic and send it to you to upload to your custom brand manager.

I will also transfer a set of 12 custom cards to your account that you can customize with your information and photo/headshot and start using the system right away.

Sign up here

Download the app to your phone here!

Posted by: Andrea Shepherd AT 02:03 pm   |  Permalink   |  Email
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