61 min listen
044: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
044: How to Design an On-Boarding Process to Increase the Life of Your Client Relationships
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
47 minutes
Released:
Jul 19, 2022
Format:
Podcast episode
Description
You’ve heard it before… you only get ONE chance to make a good first impression. And research shows that your new client’s experience in the first 100 days determines the longevity of their relationship with you!Long story short: Your On-Boarding Process is CRITICAL.What you do during this time frame really really really matters. You need to demonstrate your professionalism, your organization, your commitment to customer service, and set the tone for how they will engage with you and your team. This sets the stage for what it will be like to work with your practice. Get this right… and you’ll have happy clients that turn into referral-generating machines. In today’s episode we’re doing a dive deep into:Why the first 100 days matter mostWhat is an on-boarding process?How to systematize and delegate parts of this processHow to lay down the law of working with you (kindly)How to surprise & delight your clients on any budgetWhy every advisor isn’t doing thisThe onboarding process we used in my practice----------------------------------------------------Links from Today’s EpisodeNever Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!Interested in joining me pre-conference at XYPN Live? Get more details Here!Connect with Libby on LinkedIn HereCurious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming this August. Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Released:
Jul 19, 2022
Format:
Podcast episode
Titles in the series (100)
002: 5 Strategies to Work Less (AKA How I got down to 25 hours a week!) by The Efficient Advisor: Tactical Business Advice for Financial Planners