15 min listen
160: How To Do a Client Communications Audit to Make Clients Feel Valued
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
160: How To Do a Client Communications Audit to Make Clients Feel Valued
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
30 minutes
Released:
Dec 19, 2023
Format:
Podcast episode
Description
Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.” In this episode, Libby shares with you the nuances of how to execute an effective communications audit within your financial planning business. This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums. Speaking different communication languages to hit clients in slightly different ways and formats is critical to ensure your clients do not miss any valuable information. Some communication styles Libby addresses include:EmailVideoTextFace-to-facePhoneSnail mailSocial mediaLearn how to make every touch point matter by tuning into today’s episode. After all, clients are the lifeblood to your business, so take the time to build a process to communicate effectively. —------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching & Mastermind Program HereEpisodes Mentioned: Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching ProgramBooks Mentioned:Never Lose a Customer Again by Joey ColemanDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereConnect with Libby on LinkedIn Here!Our Systems to Scale Group Coaching Program Registration is OPEN! Click here for more details!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:
Dec 19, 2023
Format:
Podcast episode
Titles in the series (100)
008: Elevate Your Elevator Pitch by The Efficient Advisor: Tactical Business Advice for Financial Planners