On today’s episode of CRE – The Unspoken Truth, we discuss the Best Practices for Retaining Clients.
We’ve spent the last four years building OneSource like brokers are building their businesses: face-to-face, relationship-driven, hands-on. One takeaway has become evident, decades-long relationships don’t happen by accident.
Craig shares his four-pronged approach for retaining clients:
1. Give First
- Always make your performance bigger than the applause. Do more for others than they do for you.
2. Build Real Relationships
- It’s not: texting or being connected on a social media platform
- It is: Having real conversations and adding real value.
- The ultimate test… will they call you back?
3. Touches with Value
- “How can I be more interested than interesting today?”
4. Leverage the 4 Referability Habits
- Say Please and Thank You
- Do what you say you’re going to do
- Show up on time
- Finish what you start
Want clients for life? Then act like it’s your job to earn their trust every time you interact with them.


