Tag: Business Growth

How to Turn a Sale Into a Lasting Client Relationship with Sarah Rueppel (Ep. 7)

How to Turn a Sale Into a Lasting Client Relationship with Sarah Rueppel (Ep. 7)

For financial advisors, insurance agents, real estate professionals, and other relationship-driven professionals, getting the client is only one part of building the business. 

What you do after the transaction can influence whether clients stay connected, remember you, and introduce you to others.

In this episode, Bjorn Piltingsrud and Andrew Saksa speak with Sarah Rueppel, Production Manager at Ritter Insurance Marketing and host of the Agent Survival Guide Podcast, about treating sales, marketing, and service as parts of the customer journey. They explore post-sale communication, client retention, social media consistency, grassroots marketing, newsletters, and more natural ways to generate warm referrals.

Sarah discusses:

  • How sales, marketing, and service work together throughout the full customer relationship and beyond the transaction
  • Why consistent, meaningful communication can help professionals stay connected between major client transactions
  • How to choose social media platforms based on where your audience spends time instead of trying to be everywhere
  • Ways community involvement, existing relationships, and grassroots efforts can support a limited marketing budget
  • How thoughtful post-sale communication can create more natural opportunities for introductions and warm referrals
  • And more!

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About Our Guest:

Sarah J. Rueppel is the Production Manager at Ritter Insurance Marketing and host of the Agent Survival Guide Podcast, where she helps insurance professionals strengthen their approach to marketing and business growth. With a background spanning writing, radio, television, and podcasting, Sarah brings a strong communications perspective to topics including customer journeys, client retention, social media, and relationship marketing. Her work focuses on practical ways insurance professionals can stay connected with clients, build meaningful relationships, and create consistent marketing strategies.

Stay Top of Mind Without Turning Marketing Into a Second Job (Ep. 4)

Stay Top of Mind Without Turning Marketing Into a Second Job (Ep. 4)

How do you stay top of mind with clients when you’re already busy running your business? If marketing feels like a second job, you’re not alone. Many financial advisors, insurance professionals, real estate agents, lenders, attorneys, and other relationship-driven professionals know they need to stay visible but struggle to remain consistent while serving clients and growing their businesses.

In this episode, Bjorn Piltingsrud and Andrew Saksa share practical strategies for building a simple, sustainable marketing routine that helps you stay top of mind without adding more work to your day. They discuss why consistency is more important than perfection, how personal stories make content easier to create, why marketing often works long before you see immediate results, and how small, repeatable habits can strengthen client relationships, build trust, and support long-term business growth. Using examples from football, fitness, and their own businesses, they explain why sustainable marketing systems consistently outperform short bursts of activity.

Key takeaways:

  • How to stay top of mind with clients without making marketing your second job.
  • How to build a marketing routine that’s easy to maintain, even during your busiest seasons.
  • Why consistency is more effective than chasing the perfect social media post, email, or marketing campaign.
  • How personal stories can make LinkedIn posts, client emails, and relationship marketing more authentic and easier to create.

And more!

Connect with Essential Engine:

Connect with Bjorn Piltingsrud:

Connect with Andrew Saksa: