Every client meeting is a golden opportunity for you to make an impression on your client, and advance the relationship. After a successful financial transaction it may seem like you step back from you client for a while and lose the day to day relationship you built during the transaction. Dealtoy presentations are a great reason to have a meeting with these clients and to rekindle the trust of the client-advisor relationship. You will have an opportunity to discuss future plans for the company. Make it a time to demonstrate that you are sincerely interested in their goals for the long-term.
Dealtoys that are made of quality materials and unique designs will be something you will be proud to give and your client will be proud to display. Using inexpensive materials and basic block designs may create an award that gets thrown in a drawer. It is important to remember that this will be how you, the team and the transaction are remembered. Dealtoys are generally displayed in offices. They are a daily reminder to your client of a successful business transaction and their relationship with you. Make sure YOU are reflected positively in the tombstone designs you award to your clients.
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