Fridge Magnets, Begone: Why the Annual Equity Review Is the Best Way to Engage Past Clients

You're an advisor to clients during the purchase or sale of a home, but who do you become to them once the transaction is closed? Too often, the answer is "just a memory." But if you want past clients to keep thinking of you as their go-to advisor for all things real estate, what strategies can you use?

One of our favorite ways to stay top-of-mind with previous clients is by offering an annual equity review. This method is not pushy or salesy — rather than contacting clients because you want something from them (their business or a referral), you're reaching out to offer something to them, no strings attached. And all the while, you're highlighting your market expertise and cementing your value in the minds of your previous clients.

So what do you need to know to leverage this strategy, and how do you approach past clients? Real estate coach Jason Pantana and lead generation expert David Caldwell cover all you need to know in the video below. Watch it to learn:

• About the concept of the annual equity review, in depth
• How you can use this strategy with past clients and nearby potential clients
• Methods to communicate home value information
• The importance of providing certainty about home values in the market
• Why prospects from your database are easier to convert than "bottom of the funnel" leads
• And more!

Related Reading

• Grab Previous Clients' Attention with the RPR Equity Update
• How to Reconnect with Past Clients
• 8 Steps for Nurturing Long-term Relationships with Your Buyers