DiscoverThe Clear PATH To CashDiscussing The Client Migration Strategy
Discussing The Client Migration Strategy

Discussing The Client Migration Strategy

Update: 2020-06-30
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Description

Welcome to The Clear PATH To Cash Podcast

In this episode, Cash Flow Mike joins Mark Wickersham to discuss the client migration strategy. Mike will discuss how to engage and attract new and old clients, as well as how to keep them coming back time and time again.

Let’s get into it, BUT FIRST...

- Go to CashFlowMike.com for all the show notes and links mentioned from this episode.

- Go to Youtube.com and search “Cash Flow Mike” and subscribe to the channel.

- Also make sure to click the bell button to be notified of all future episodes.

- Go to your favorite listening platform (iTunes, Spotify, Google Play) and

subscribe and leave a review.

Content Notes:

We start by discussing the idea behind "people buy from people", practicing relationship accounting, as well as what it means to enroll the right clients.

Mike then talks about the migration strategy, and "the 3 Be's". We discuss how to create an ideal client persona, and how to move up the value chain.

Closing Remarks:

- Remember to go to CashFlowMike.com for all show notes and questions

regarding today’s episode.

- Remember to go to Youtube.com and subscribe there.

Support the show (https://www.elevatefinancialtraining.com/product-page/support-the-clear-path-to-cash-podcast)

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Discussing The Client Migration Strategy

Discussing The Client Migration Strategy

Cash Flow Mike