Help Clients Help You Help Them | Travel Research Online


Help Clients Help You Help Them

One of the best, most proactive ways to work with clients is to assist them in creating a written plan of their travel goals. Financial planners ask their clients about their retirement plans and financial goals to assist the process of better visualizing a possible course of action – the plan becomes “real”. Likewise, when clients articulate and write down the places they most want to visit during the next 10 years, they are more likely to act on those plans. By assisting clients in this way, you open the door to many years of working with them to help achieve their goals. As their travel planner, you receive an open invitation to continue to send them ideas, travel specials and to communicate with them on an on-going basis. Give it a try, you won’t be disappointed with the results!

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