Summary  Jim Miller shares practical strategies for managing client relationships through effective CRM practices, focusing on top-tier clients and maintaining consistent communication to foster trust and referrals.  This episode came straight out of your questions. Who are my Platinum clients? I have too many people on my lists, so where do I start? I do not have a hundred people, so does this even apply to me? How often should I be reaching out, and at what point am I annoying them? I ...

#339:  The Ideal CRM Contact

You built the business. Somewhere along the way, it started running you.Take Flight Weekly is a weekly coaching session for the advisor who is already at the top of her/his market and knows there is a better way to hold it. Every Sunday at 6 a.m., Jim Miller sits down with a microphone and one idea: build the business so the business builds the life.Jim is a success mentor and life coach to top luxury real estate advisors in over 50 markets across the country, and he leads a brokerage office producing over $2.3 billion in annual sales. Everything he teaches, he built first, starting with rebuilding his own business from the ground up after 2008.Each episode runs 15 to 25 minutes and works on one of the five pillars of Take Flight: vision and standards, habits and routines, CRM and relationship management, standard operating procedures, and personal brand. No panel. No guests. No hype. Just the work.New episodes every Sunday morning.