By Ben Noll
The Sageworks Industry Data is a fantastic resource which can be used to give your clients/prospects regional specific industry data. By providing your client/prospects with real time industry data, you are opening the door to set up future meetings to discuss ways that they may be able to improve their financial situation with a ProfitCents Narrative Report. At this point, you can continue to build upon the relationship by focusing on your regional experience and making reference to others within the community that you have helped.
These reports are fast and easy deliverables that will set you apart from other firms because they show that you have taken a sincere interest in the client’s financial needs. Not only will you be providing the client with the financial data that they need to succeed, you will also be laying the foundation for a great referral. These quick and easy solutions will solidify your current relationships and plant the seeds to grow your client list in the future.