Chalice Helps You Stay Connected in the "New Norm"

May 18th, 2020 · 4 min read

Well, it’s official! Social media is increasing interpersonal connectivity, not decreasing it. At least for now. Arguably, our ability to initiate meaningful communication comes down to the individual, and not the device. A post by Common Wealth sheds light on client retention, listing communication as the number one pitfall behind client retention issues.

Advisors should, indeed, reconsider their communication strategy in the “new norm." Here are some key ideas to keep in mind when re-evaluating your B2C or B2B communication, as well as helpful tools and resources to follow through.

Manage Your Frequency: Be the Guardian Angel

One idea to consider is how you will manage the frequency of your communication, without contributing to all of the noise. A well-managed communication strategy does not intrude but instead gives you a guardian angel effect while staying relevant. If you already have connectivity, find what frequency works best for your audience. If you’re focused on acquiring clients, make sure to put as much emphasis on quality, as you do quantity in your content marketing, and act genuinely to help people with the troubles they are currently experiencing.

Use Soul Force: Wax on Wax Off

Stay sticky!–A coined marketing term referencing a certain elegance that, when applied to your messaging and media, boosts lead generation and keeps an audience coming back. As business owners, you must consider treating every touchpoint as an extension of your brand. We must adopt the art of wielding effective service in our wax on right hand, and the ability to speak to the soul in our wax off left, and the latter is a two-way road.

Chalice endorses the notion that you, the financial services professional or independent business owner, should adopt the #here4u style messaging and positioning of services when engaging new prospects and, of course, existing clients.

As a hub for automated services, Chalice helps its members stay connected to best-in-class solutions that improve efficiency and functionality to their communication strategies. WE offer comprehensive, all-in-one digital solutions for your content and design needs.

Bring Your Awareness to the Power of Connection

When we say “The Strength of We Empowers a Network of Me,” we mean that we empower financial professionals, but consider where this empowerment comes from before it reaches your business. Our ability to empower you is equally as important as our ability to connect you. Businesses looking to scale should weigh in how our relationships hold value for them.

“With great power comes great responsibility” -Stan Lee. So what are we doing with all of this stored-up power? We are offering it to people that do not normally get this level of access. In turn, our goal is to address our audience’s pain points and remove financial obstacles so that you can become more successful. Getting started for free is an easy way to learn more.

If It Sounds Good, It Is Good

Clients want to hear from you, which means you need to produce. Producing content takes time; it takes energy; it takes commitment. Many advisors are not used to writing themselves a script, setting up a video series, never-the-less set up a real end-to-end marketing campaign. That's where Chalice comes into play.

Chalice helps you to stay connected to the unique solutions you need for your business. Snappy’s latest tool, the Personal Connection Video, enables advisors to create their own video series to build leads easily and continue scaling during this epidemic. The Kraken is also cranking out lots of cool new and creative content for your readers to stay up to date on a variety of topics, such as COVID-19.

Other forms of content you could, and arguably should create, include podcasts, social posts, blogs, whitepapers, newsletters, and lots more. Businesses nowadays will embrace content like never before, so do not be shy; just be you, if anything do not be silent.

Keep an Open Mind

Ultimately, connectivity with your clients and other professionals in your network can be the best solution in a sink or swim environment. Merging with other firms can be a great way to expand the capabilities of your existing practice and gather nutrients from places you were not able to reach before. According to an article by ThinkAdvisor surrounding the topic of M&A platforms, “This market will reinforce that access to capital is not enough to differentiate. Acquisition brands have consistently separated themselves on their growth engines, robust platforms, and scale benefits” which has become Succession Link, the number one networking and M&A platform for financial professionals. To this day, the Succession link platform continues expanding its marketplace and resources, bringing a new level of digital and interpersonal connectivity to our industry.

Stay Motivated

When you’re flying in an airplane, and there is an emergency, you are supposed to put the oxygen mask on first as an adult rather than child-first. This same mentality should be applied to how advisors are managing their clientele. Many take care of their clients as their own children but forget also to take care of themselves.

While your work stamina is likely to have more strain than usual, remember to invest daily in activities such as a brisk social-distanced walk, 20 minutes of stretching, cooking healthy meals, and taking up other activities that promote a positive and healthy state of mind. Furthermore, your positive attitude should be the light reflecting behind all social level communication you send your clients—Chalice partners with providers who help those intentions of helpfulness to land transparently with your clients.

Your clients or audience is stuck at home, and they are getting bombarded with emails every day. Our partners at Reminder Media have an inventive solution for just the scenario. Stand out with clients by sending personalized and branded magazines (shelf-life 3-6 months) at $200 off the normal pricing. One of the many ways Chalice is helping you stay connected.

Connectivity–a Universal Key

Intuition, optimization, flow, empowerment, connection–these words ring true the original idea behind Chalice as an opportunity for independent professionals to live a more abundant and prosperous life. The stay-home orders provide the perfect opportunity to reflect on what you want your professional life to look like in the “new normal.”

“Challenges are gifts that force us to search for a new center of gravity. Don’t fight them. Just find a new way to stand.” -Oprah Winfrey.