187: *REPLAY* How To Design An On-Boarding Process To Increase The Life Of Your Client Relationships The Efficient Advisor: Tactical Business Advice For Financial Planners podcast

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187: *REPLAY* How to Design an On-Boarding Process to Increase the Life of Your Client Relationships

18d ago 47:16

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เนื้อหาจัดทำโดย Libby Greiwe เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก Libby Greiwe หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal

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 deep dive into:

Why the first 100 days matter most
What is an on-boarding process
How to systematize and delegate parts of this process
How to lay down the law of working with you (kindly)
How to surprise & delight your clients on any budget
Why every advisor isn’t doing this
The onboarding process we used in my practice

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Links from Today’s Episode
Never Lose a Customer Again: Turn Any Sale into Lifelong Loyalty in 100 Days by Joey Coleman - Here!
David C Barnett Small Business and Deal Making M&A SMB
I discuss buying, selling, financing and managing small and medium sized businesses...
Listen on: Apple Podcasts Spotify

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