Take a moment and think about how many different ways you access information in the virtual world. My list includes my iPhone, iPad, office PC, personal Mac, Apple TV and maybe soon an iWatch. Sometimes I’m using multiple devices at the same time.
Are your clients and prospects that much different? I don’t think so, and it leads to a question about how well you serve them virtually. Are you making the best use of the ways technology can give your clients what they want from you?
When you send information to your clients electronically, chances are good that they have immediate access to it. Given this state of things, how easy is it for your clients to contact you? Do you truly know the results of your communication methods? There is no reason for your firm to not have a good idea of what is working and not working.
Need a place to start? Consider working with a marketing and communication company like Vestorly that can leverage your communication efforts. (Disclosure: My company recently signed a deal with Vestorly to provide services to RIAs who custody with SSG.) At a high level, Vestorly offers your firm the ability to build a virtual database of articles authored by your firm, as well as other content providers (CNBC, New York Times, etc.), with your branding. Then you can track the articles that are read by prospects and clients. Ultimately, this technology helps your firm stay “visible” in the virtual world.
Suppose it is time for your next client meeting. Are you confined to your office, your client’s home or maybe Starbucks? How proficient are you in facilitating this meeting virtually with your client? Many of us are very comfortable using FaceTime, Skype, Google Hangouts and other communication services in our personal lives, but we may not have leveraged this technology for our businesses.