Building Loyalty

• Handwritten thank you notes – make it a rule rather than the exception. Write thank you notes within 72 hours of the event. Write your note on quality stationery using your best handwriting. Specifically identify the event for which you’re thanking the client. Explain how the event is meaningful to you. Try not to exceed 100 words. Show you value the relationship and offer future contact to connect further.

• "Blank" of-the-month clubs. Clubs that send a particular item (food, books, music, wine, clothing, etc.) every month are a great way to be sure your clients are reminded of your relationship (and gratitude) at least once a month without your calling.

• Customized items. Hundreds of food, drink and gift products can be customized with your name, message or logo. A couple of unique ideas include customized M&Ms or creating your own customized gift items through cafepress.com.

• Hobby-related gift ideas are almost endless given the depths a hobby can go. Find unique items related to your client’s hobby. Look on places like eBay for collector’s items. Consider tickets to hobby-related events (cooking classes, sports, dancing).

• Online movie memberships like Netflix or Blockbuster provide a great regular reminder of your gratitude.

• Other great thank you gifts include tickets to sporting or musical events (or take your client to these events), gift certificates, iTunes gift cards and iPod Shuffle with several songs preloaded.

• The ultimate thank you gift is real business or real leads. Always look for opportunities to give back to those clients who have provided you with referrals.

• Hold an annual client appreciation party. This can be as simple or as elaborate as you like. Be sure that it is truly a client appreciation event and nothing more.

• Hold an annual open house at your office.

• Host a retirement party for a client.

• Complete a customer satisfaction survey. The Raymond James marketing department can help. Learn more.