{"id":9637,"date":"2021-08-30T15:33:16","date_gmt":"2021-08-30T20:33:16","guid":{"rendered":"https:\/\/www.figmarketing.com\/blog\/?p=9637"},"modified":"2023-09-07T13:49:12","modified_gmt":"2023-09-07T18:49:12","slug":"12-habits-that-build-a-killer-client-appreciation-program","status":"publish","type":"post","link":"https:\/\/www.figmarketing.com\/blog\/12-habits-that-build-a-killer-client-appreciation-program\/","title":{"rendered":"12 Habits That Build a Killer Client Appreciation Program"},"content":{"rendered":"\n<p><em>Updated September 7, 2023, at 2:45 PM<\/em><\/p>\n\n\n\n<p>In business, continued success and growth result from developing personal relationships and strong communication with your clients. <\/p>\n\n\n\n<p>To become a leader in the financial industry, you need to engage on a more personal level. This habit enables you to understand each person\u2019s needs for maintaining their legacy and allowing them the freedom to reap the rewards of their hard work.<\/p>\n\n\n\n<!--more-->\n\n\n\n<p>Historically, financial firms focused on generating new clients through seminars. New research indicates that businesses now realize their top-quality clients came from <strong><a href=\"https:\/\/www.figmarketing.com\/blog\/4-tips-for-getting-more-referrals-at-your-social-events\/\" target=\"_blank\" rel=\"noreferrer noopener\">getting more referrals<\/a><\/strong>, not seminars (but that&#8217;s not to say <strong><a href=\"https:\/\/www.figmarketing.com\/blog\/seminar-marketing-tips-for-better-customer-engagement\/\" target=\"_blank\" rel=\"noreferrer noopener\">seminar marketing<\/a><\/strong> isn&#8217;t effective). Change is happening! Successful financial professionals opt to host fun and engaging events with A-list clients and guests, introducing them to the newly created concierge-level service.<\/p>\n\n\n\n<p>A client appreciation program\u2019s goal is to create personalized relationships with your top clients by using proven marketing and public relations strategies. We want you to be successful in enriching your client relationships, so your clients become advocates for your firm, creating a strong and fruitful business.<\/p>\n\n\n\n<p>Remember: Words speak volumes, but actions create loyalty.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">12 Habits to Create a Great Client Appreciation Program<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 1: Get Organized<\/h3>\n\n\n\n<p>Your organization will be the key to a smooth and productive transition into your more personal-based practice.<br><br>To get started, purchase a sturdy 3-ring binder or invest in a digital binder such as Microsoft OneNote. Choose something you like because it\u2019ll become your new companion. Create tabs for the following:<\/p>\n\n\n\n<p><strong>Clients<\/strong><br>Editable spreadsheet of your clients in alphabetical order\u2014include phone numbers, addresses, and email information.<\/p>\n\n\n\n<p><strong>Client Bios<\/strong><br>Insert each client\u2019s bio alphabetically by their last name.<\/p>\n\n\n\n<p><strong>Lunch &amp; Learns<\/strong><br>Any venue contracts, food options, and attendee lists.<\/p>\n\n\n\n<p><strong>Client Kick-Off Parties<\/strong><br>All contracts, rental information, budgets, attendee lists, or any other related items.<\/p>\n\n\n\n<p><strong>Men&#8217;s &amp; Women&#8217;s Events<\/strong><br>Include all contracts, receipts, attendee lists, and gift ideas.<\/p>\n\n\n\n<p><strong>Client Appreciation Events<\/strong><br>Store all contracts, rental information, budgets, and attendees lists.<\/p>\n\n\n\n<p><strong>Calendar of Events<\/strong><br>Mark the calendar with all your saved dates keeping the most current on top.<\/p>\n\n\n\n<p><strong>Weekly Email<\/strong><br>Articles sent and ideas for future topics, previous copies, records of bounce-back and opt-out emails, and any other analytics.<\/p>\n\n\n\n<p><strong>Quarterly Newsletter<\/strong><br>Articles, interviews, previous newsletters, records of bounce-back and opt-out emails, and again, any other analytics you may have.<\/p>\n\n\n\n<p><strong>Anniversaries, Birthdays, and Special Dates<\/strong><br>Editable spreadsheet with all important dates, card company information, gift ideas, and vendor information.<\/p>\n\n\n\n<p><strong>Holiday Gifts<\/strong><br>Include vendors, gifting lists, receipts, and ideas.<\/p>\n\n\n\n<p><strong>Client Gifts<\/strong><br>Also include vendors, gifting lists, receipts, and ideas.<\/p>\n\n\n\n<p><strong>Marketing Material<\/strong><br>Marketing ideas, invoices, links to PDFs, or other marketing materials.<\/p>\n\n\n\n<p><strong>Charity Information<\/strong><br>Charities you support, invoices, philanthropic ideas, and more.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 2: Create a Foundation<\/h3>\n\n\n\n<p>Identifying your top families is going to be the key to this more concierge-like practice you\u2019re creating. Your top families are more than just your clients that have the most investments in their portfolio; they\u2019re the ones that trust in you enough to refer you to their friends and relatives. Pick these clients out and identify them as your \u201ctop families.\u201d<\/p>\n\n\n\n<p>Some practices organize their clients by the assets they hold with their firm (for example, A, B, C, etc.). This style is a different list that doesn\u2019t speak to their assets but rather their relationship with you. These clients will become your focus and the group you\u2019re creating memorable events for to cultivate your ideal practice.<\/p>\n\n\n\n<p>With that in mind, make sure you:<\/p>\n\n\n\n<ul><li>Set up a meeting with your team and work together identifying your top families<\/li><li>Create a spreadsheet listing contact information, including phone numbers, emails, and home address<\/li><li>Put this information in your binder under clients<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 3: Personalize Client Information<\/h3>\n\n\n\n<p>Once you\u2019ve identified your top families, it\u2019s time to get to know them. Use any generic bio information sheet to track and learn more about each family.<\/p>\n\n\n\n<p>Call them personally and emphasize that you\u2019re calling to build a more personal relationship with your top families and that this is in no way a sales call. Spend time talking with them and encourage them to share personal stories about their wedding, how they met, or about their grandchildren. <\/p>\n\n\n\n<p>These are the stories that make it easier to engage, build trust, and feel more connected, so you can comfortably ask for referrals in the future. Most people like to share about themselves and reminisce, so listen and take notes. Embrace and enjoy this process.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Related: <a href=\"https:\/\/www.figmarketing.com\/blog\/6-tips-to-help-financial-advisors-connect-with-millennials\/\" target=\"_blank\" rel=\"noreferrer noopener\">6 Tips to Help Financial Advisors Connect with Millennials<\/a><\/h4>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 4: Calendar Memorable Dates<\/h3>\n\n\n\n<p>Now that you\u2019ve gathered vital information about your clients, it\u2019s time to organize it for easy access. Having access to the correct information when you need it breeds success. Forgetting important dates isn\u2019t the worst thing in the world, but you\u2019re trying to go the extra mile, and you need a foolproof way to remember. <\/p>\n\n\n\n<p>Take note: if you don\u2019t intend to act on the information, there\u2019s no point in collecting it. The most important dates to keep in your calendars are birthdates, wedding anniversaries, and yearly client anniversaries.<\/p>\n\n\n\n<p>Here are some tips to think about:<\/p>\n\n\n\n<ul><li>Add any important dates to your digital calendar as soon as you discover them<\/li><li>Set a reminder to alert you one week in advance<\/li><li>Set each date as a recurring event, so you only need to enter it once<\/li><li>If you color code these events (for example, red for birthdays, blue for weddings, green for anniversaries, ), it\u2019ll be easy to know which gift or card you\u2019ll send that day<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 5: Create a Client Experience<\/h3>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignright size-large is-resized\"><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset1.png\" alt=\"\" class=\"wp-image-9668\" width=\"300\" height=\"292\" srcset=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset1.png 600w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset1-300x292.png 300w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset1-585x568.png 585w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure><\/div>\n\n\n\n<p>Not all contact with clients is virtual, so create a welcoming and professional entryway for times when you greet clients at your office.<\/p>\n\n\n\n<p>You know how realtors bake cookies to make buyers feel at home? Well, you want your top families to experience the same feeling. You\u2019ve spent time getting to know them so, let them get to see you both personally and professionally. The client appreciation program starts the minute someone walks through your door.<\/p>\n\n\n\n<p>Start improving your client experience with this to-do list:<\/p>\n\n\n\n<ul><li>Provide a menu of drinks or snacks to choose from<\/li><li>Have personal photos of your family on display<\/li><li>Scent is important, and vanilla- or apple-scented candles (and plug-in scents) are very welcoming<\/li><li>Have any articles or books you\u2019ve written or been published in, plus a variety of industry-related publications on a coffee table or framed on a wall<\/li><li>Leave brochures of your referral partners set out in case someone needs their services as well<\/li><li>Have a video about you or your firm playing in the lobby or some nice background music if a video isn&#8217;t possible<\/li><li>Have an album full of client event photos on the coffee table or digitally display them by placing them on rotation on a TV or digital picture frame<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 6: Calendar of Important Dates<\/h3>\n\n\n\n<p>Once you\u2019ve decided on your events, the dates and time, and have reserved your venues, it\u2019s crucial to get this information out to your clients. You\u2019ll be investing a lot of time and revenue to create these experiences for your clients, so you want to ensure a good turnout.<\/p>\n\n\n\n<p>Sending this calendar out one to two months before the start of your official event season is recommended. If you must make any changes, revise the calendar and mail the updated version noting all changes. Getting these out early also allows time for any date changes that may interfere with your events. Early notifications give clients time to figure out who they\u2019d like to invite and ensure they\u2019ll be in town.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 7: Plan Your Events<\/h3>\n\n\n\n<p>Think about your clients and the community where they live. What interests did they talk about during the personal phone interviews? Do they like to golf, dance, bowl, play bingo, garden, or enjoy the theater? Use this information to create your events. Consider some local venues that can make the event special for your clients. You\u2019ll be surprised by what your area offers once you start looking.<\/p>\n\n\n\n<p>Select the dates for your events when your clients are primarily in town. Typically the strong client season runs from November through April. But creating some small intimate events in the off-season can be fruitful. Your goal is to touch your client base with at least one event each month. <\/p>\n\n\n\n<p>Host a lunch and learn or dinner seminar with a featured guest speaker monthly except the month you plan your client appreciation dinner and pepper in some fun social events each month as well. It can also make sense to host two major events each year, one at the beginning of the prime season and one at the end.<\/p>\n\n\n\n<p>Remind your clients to invite a guest or two to these events. It\u2019s common to offer an incentive if they bring someone. The goal is to create a solid client base and take this opportunity to meet new potential families. It makes sense to ask about the guests before they arrive, so you have conversation starters when they show up.<\/p>\n\n\n\n<p>Here&#8217;s a list of just a few ideas for client events that you can implement:<\/p>\n\n\n\n<ul><li>Themed party at a local museum<\/li><li>Live theater night<\/li><li>Valentine&#8217;s Day dance<\/li><li>New Year&#8217;s Eve party<\/li><li>Wine and chocolate pairing party<\/li><li>Culinary classes<\/li><li>Card and game day<\/li><li>Fashion show luncheon<\/li><li>Technology instructional courses<\/li><li>Local sporting events<\/li><li>Trivia nights<\/li><li>Charity auctions<\/li><\/ul>\n\n\n\n<p><strong>Note: For more detail and client appreciation program resources, head to Marketplace One in the <a href=\"https:\/\/portal.figmarketing.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">FIG Agent Portal<\/a> and search &#8220;client love guide&#8221; to download the complete guide.<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 8: Send Emails with a Purpose<\/h3>\n\n\n\n<p>The value behind a client appreciation program goes beyond just using special events as a way to connect with clients. It\u2019s intended to provide them with the vital information they need to make decisions about their future. It turns you from just another financial professional into the person they trust and feel comfortable going to with questions, no matter the topic.<\/p>\n\n\n\n<p>It\u2019s time to provide conversation starters. It costs fives times more to acquire a new customer than it does to nurture an existing one. You want to use an email marketing tool like <strong><a href=\"https:\/\/www.constantcontact.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Constant Contact<\/a><\/strong> to create and track your email communication with clients and prospects. Additionally, take a strategic approach and only send the most relevant messages so your readers don\u2019t feel overwhelmed by their inbox. Here are three ideas to consider:<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">&#8220;Thought for the Week&#8221; Email<\/h5>\n\n\n\n<p>This is a quick touch to stay top of mind with your database and offer them something that might spur a question or a new idea. Each week send a \u201cthought for the week.&#8221; It can be a thought-provoking idea about finances, the market, your community<strong>\u2014<\/strong>whatever you want! You can even choose to send it from different advisors, so your recipients become familiar with your entire team.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Monthly Letter to Clients<\/h5>\n\n\n\n<p>Go beyond sending a weekly tidbit. A well-thought-out letter discussing timely topics each month provides an opportunity to engage in deeper conversations with your clients. Try to make these as personal as you can to engage your readers.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Quarterly Newsletters <\/h5>\n\n\n\n<p>Moving from a weekly touch through monthly targeted letters to a quarterly newsletter allows you to hit on various topics and even sprinkle in some sales content. Each quarter, send out a newsletter on different topics from investing to personal topics, letting your readers feel connected personally and professionally. Your newsletter should note any changes in your office, have an interview with one of your advisors, include a brief piece on a product you offer, and include any financial information that\u2019s recently come to light.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Related: <a href=\"https:\/\/www.figmarketing.com\/blog\/10-pieces-of-retirement-planning-advice-retirees-wish-they-had-known-sooner\/\" target=\"_blank\" rel=\"noreferrer noopener\">10 Pieces of Retirement Planning Advice Retirees Wish They Had Known Sooner<\/a><\/h4>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 9: Mail Cards<\/h3>\n\n\n\n<p>USPS is your friend. Holidays and special events happen year-round, and this is your opportunity to make an impression. A handwritten or personally signed card that\u2019s sent via traditional mail says a lot about your commitment to your clients. These cards can range from holidays and anniversaries to graduations and retirements.<\/p>\n\n\n\n<p>The cards you send should have a personal touch. You can have your cards made locally at a stationery shop. Try <strong><a href=\"https:\/\/www.etsy.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Etsy<\/a><\/strong> to find entrepreneurs that can make your cards, or go to sites like <strong><a href=\"https:\/\/www.sendoutcards.com\/app\" target=\"_blank\" rel=\"noreferrer noopener\">SendOutCards<\/a><\/strong> and <strong><a href=\"https:\/\/www.tinyprints.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tiny Prints<\/a><\/strong> to have photo cards made. Send cards to all your clients, not just the top families. Again, birthdays should already be entered in your calendar, but it\u2019s good to check your client database for meaningful life or religious events that the family might celebrate.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"alignright size-large is-resized\"><img decoding=\"async\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset2.png\" alt=\"\" class=\"wp-image-9669\" width=\"300\" height=\"292\" srcset=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset2.png 600w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset2-300x292.png 300w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/08\/BLOG-08.30.21-12Habits-Inset2-585x568.png 585w\" sizes=\"(max-width: 300px) 100vw, 300px\" \/><\/figure><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Habit 10: Gift with Intention<\/h3>\n\n\n\n<p>Not every moment deserves a gift, but you need to be prepared with the perfect item to show you genuinely feel connected to your clients when the time comes. Here are four situations where a gift to clients can mean a lot:<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Holiday Gifts<\/h5>\n\n\n\n<p>Send your clients a lovely gift during the holiday season to say thank you for their business! Using a local company to supply them for you can also make an impression in your community. You\u2019re sharing local businesses with your clients, which can make your clients their clients as well. It doesn\u2019t have to be extravagant, just thoughtful.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">New Client Gifts<\/h5>\n\n\n\n<p>When a new family becomes a client, it\u2019s nice to show your appreciation with a welcome gift. Personalizing items for a family can take time, but having items with your firm\u2019s brand that could relate to their hobbies or interests still shows you put thought into the gift. For example, families that hike would appreciate Tervis water bottles in a canvas backpack and some goodies tucked inside. It\u2019s just a nice way to say, \u201cWelcome!\u201d<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Client Business Anniversary Gifts<\/h5>\n\n\n\n<p>An anniversary gift will most likely be the same for all your clients. Order something that celebrates another year working together. For example, a digital photo frame or a cooler with a set of Yeti cups for a day out. Whatever you choose, you\u2019ll want to have it branded with your firm\u2019s logo, and make sure to have your gifts ordered, wrapped, and ready to go before the anniversary date. Check your calendar at the beginning of each month and mail all gifts out immediately, even if the anniversary is late in the month.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Death of a Loved One<\/h5>\n\n\n\n<p>This is a very difficult time for your clients. You can send a simple card, or if you prefer, you can send something small like a memorial wind chime to let them know you\u2019re thinking of them. Wrap the gift with a card and include a handwritten note expressing your sorrow for their loss.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Habit 11: Referral-Building &amp; Acknowledgements<\/h2>\n\n\n\n<p>When a client refers someone to you, it\u2019s a big deal! You\u2019re working hard at developing your client appreciation program, so make sure to thank them in a big way. Your clients believe in you and what you stand for and want to recommend you to their friends. That should make you feel proud, and saying thank you is crucial. <\/p>\n\n\n\n<p>Put together another gift package for this; consider a gift card to a restaurant they like (from their bio sheet) and a thank-you card. If the client has referred several families, take them out for an intimate dinner with you and your spouse.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Habit 12: Tell Your Story with Video<\/h2>\n\n\n\n<p>How can a current client express to friends their relationship with you? Let a video tell your story!<\/p>\n\n\n\n<p>Even after a guest has attended one or more of your unforgettable events and received your conversation starters, there may be hesitation. How can you make it easier to break those comfort barriers? You\u2019ve invited these guests to many events so they can experience the relationship between you and your clients. They\u2019ve seen firsthand the way you interact with clients and the trust that\u2019s developed. Your last step is to create an opportunity for them to see you outside of the business world to see what matters most to you.<\/p>\n\n\n\n<p>Create a video that shows your life outside of the office. Include interviews with spouses, children, and other close friends or business acquaintances. Ideally, you want to shoot a professional video, but if time or budgets don\u2019t allow for it, enlist someone confident at recording and editing videos. You also want to shoot in several locations to present a more casual and natural feel. It\u2019s okay to pepper in some office meetings and daily activities but not too much because they see this as &#8220;too businessy.&#8221; You want this to showcase your personality and lifestyle, not sell your business services.<\/p>\n\n\n\n<p>If you\u2019re involved in any charity or community work, highlight that activity so viewers get a true sense of your values and what drives you outside of the office. Lastly, any opportunity to advertise for a local charity is typically welcomed.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Keep Reading: <a href=\"https:\/\/www.figmarketing.com\/blog\/financial-dinner-seminar-best-practices-to-drive-more-business\/\" target=\"_blank\" rel=\"noreferrer noopener\">Financial Dinner Seminar Best Practices to Drive More Business<\/a><\/h4>\n\n\n\n<hr class=\"wp-block-separator\"\/>\n\n\n\n<div class=\"wp-block-image is-style-rounded\"><figure class=\"aligncenter size-large is-resized\"><a href=\"https:\/\/portal.figmarketing.com\/\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2020\/04\/CTA-Bus-Devlpmnt-Header-Template-2-1024x366.jpg\" alt=\"financial independence group blog CTA\" class=\"wp-image-7741\" width=\"512\" height=\"183\" srcset=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2020\/04\/CTA-Bus-Devlpmnt-Header-Template-2-1024x366.jpg 1024w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2020\/04\/CTA-Bus-Devlpmnt-Header-Template-2-300x107.jpg 300w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2020\/04\/CTA-Bus-Devlpmnt-Header-Template-2-768x275.jpg 768w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2020\/04\/CTA-Bus-Devlpmnt-Header-Template-2-1170x418.jpg 1170w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2020\/04\/CTA-Bus-Devlpmnt-Header-Template-2-585x209.jpg 585w, https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2020\/04\/CTA-Bus-Devlpmnt-Header-Template-2.jpg 1398w\" sizes=\"(max-width: 512px) 100vw, 512px\" \/><\/a><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter size-large\"><a href=\"https:\/\/www.figmarketing.com\/#!\/Landing\" target=\"_blank\" rel=\"noopener noreferrer\"><img loading=\"lazy\" decoding=\"async\" width=\"150\" height=\"152\" src=\"https:\/\/www.figmarketing.com\/blog\/wp-content\/uploads\/2021\/02\/FIG-Logo-Red-Triangle.png\" alt=\"financial independence group logo\" class=\"wp-image-8736\"\/><\/a><\/figure><\/div>\n\n\n\n<p class=\"has-text-align-center\">For Financial Professional Use Only &#8211; Not for Customer Use<\/p>\n\n\n\n<p class=\"has-text-align-center\"><em>Source: Global Financial Private Capital<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Updated September 7, 2023, at 2:45 PM In business, continued success and growth result from developing personal relationships and strong communication with your clients. To become a leader in the financial industry,&hellip;<\/p>\n","protected":false},"author":74,"featured_media":9671,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[364,363],"tags":[250,379,104,76,408,375,243],"acf":[],"_links":{"self":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts\/9637"}],"collection":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/users\/74"}],"replies":[{"embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/comments?post=9637"}],"version-history":[{"count":52,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts\/9637\/revisions"}],"predecessor-version":[{"id":13045,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/posts\/9637\/revisions\/13045"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/media\/9671"}],"wp:attachment":[{"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/media?parent=9637"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/categories?post=9637"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.figmarketing.com\/blog\/wp-json\/wp\/v2\/tags?post=9637"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}