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078: How to Re-Onboard Existing Clients And Update the Way You Do Business

078: How to Re-Onboard Existing Clients And Update the Way You Do Business

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners


078: How to Re-Onboard Existing Clients And Update the Way You Do Business

FromThe Efficient Advisor: Tactical Business Advice for Financial Planners

ratings:
Length:
27 minutes
Released:
Nov 15, 2022
Format:
Podcast episode

Description

You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better. But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into. In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.We’ll talk about:When it makes sense to do a “re-onboarding” How to introduce it in a way that makes senseWhat’s included in an onboardingLanguage that just worksHow to drive behavior change on your clients endAnd, so much more!------------------------------------------LINKS FROM THE SHOW: Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.    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:
Nov 15, 2022
Format:
Podcast episode

Titles in the series (100)

Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place!