How to create a client list

It is important to build a client list to make your business grow, especially when you work in a competitive sales environment. It can seem to be a difficult task to convince someone to trust you with their money, but in this blog,  we are going to share some relevant tips that will help you to expand your client list. 

1. Use a CRM System

Instead of having spreadsheets with all the data of your clients, with Pentview you can save all the contact details of your clients and their personal information using our CRM system. Further, you can record relevant information about clients you’ve dealt with in the past and new leads. Using the CRM provided by Pentview, you won’t lose information and you will be able to update and review each client that you have gained. 

2. Share your knowledge 

Even when no one like giving things away for free, give potential clients a taste of your company’s expertise, in that way,  they will want to receive much more high-quality information provided a seminar or a conference to the public or a free talk about some strategies that could be used or have been useful for you in your trading journey. Use these opportunities to promote your broker services and catch new leads for your business. 

3. Don’t treat clients as business 

Every business like to think that they are treating their clients as people, but sometimes it’s not like that because is not always so clear-cut. 
Sometimes, it can be hard to be patient with clients because you are overwhelmed with other kinds of activities such as trying to make ends meet and focusing on your own success. Nevertheless, you should remember to be honest and personable with your clients. 
Put in practice the well-known childhood adage of “treat others the way you want to be treated” because it holds true for business relationships. 

4. Reward loyalty 

Don’t distract from focusing on finding new leads for your business, increasing your client list, and also making your current clients happy. According to the statistics, 66% of the customers begin using a competitor’s business because of poor service from the original business. So, be sure to make your clients happy, and reward their loyalty with extra bonuses, gifts, or commissions for sending new leads for your brokerage.

5. Sales manager

If you do not have to get new leads for your brokerage due to the demanding activities that you are in charge of, we suggest you employ a sales agent. So, he will be the one that calls new leads and answer emails or DM messages on social media sent by people who are interested in your business. 

How to apply?

In order to apply you need to send an email to hr@pentview.comincluding the following information and questions:

  • LinkedIn link profile
  • Attach Resume/CV
  • Full name
  • Email
  • Phone
  • Current company

Please answer the following questions

  • Where do you currently live? (Country, city)
  • What is your Nationality?
  • Do you have working permission in the country you currently live?
  • What is your motivation to apply for this position?
  • What is your previous experience related to this position?
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