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Advisor Basics
 Build Customer Relationships
It’s a basic rule of marketing that 80% of your profits will come from just 20% of your customers. This means one of your most important tasks is building and maintaining strong relationships with your established customers. In this section, we’ll offer you some tips and tools for doing just that:
  • Your Personal Blog – Creating your blog and posting regularly is a powerful way to connect with your customers and a whole new audience.

  • My Customers – this page provides you with detailed, sortable data about all your customers, and gives you tools to maintain and strengthen those relationships.

  • Customer Details – this page provides you with a full communications and earnings history for each individual customer, along with an area for personalized notes.

  • Following Up – Make sure your customers don’t forget about you after your call with them ends.

  • Stay in Touch with Ingenio


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