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Mining for Gold
As with any database, it needs to be current and with good data.  Mining for Gold is key as these are people that already know and hopefully like you and ypically more likely to do business with you and provide referrals. Having current information and notes need to be in place if you are going to Mine for Gold effectively.  
 
Staying top of mind is of course the given strategy, but knowing when there are significant events in their lives helps to locate key buying and selling times.  Finding current data and updating your CRM is a best practices strategy in looking for business.  
 
Staying on top of clients' children's events, including birthdays and graduations, helps to know when their housing needs might change.  Other family events might include aging parents that need to move back in with their boomer children.  Adding this information to my CRM helps me to be effective and looking for business at the same time.
 
Researching clients periodically helps me to find referrals as well and to know when to ask for them, since we talk about referrals from time to time. Researching prospects and my clients by visiting  www.pipl.com to view all of their combined social media ... more

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