#89 - "How To Win The Heart of Your Newest Client"

The Wealthy Consultant Talks Podcast

In this episode of TWC Talks Podcast, host Mike Walker dives deep into the psychology behind effective client onboarding, joined by Taylor Welch. Drawing from exclusive insights shared at The Wealthy Consultant's events, they explore the critical role of a smooth onboarding experience in fostering client loyalty and long-term retention.

Strategies include over-communicating, making progress measurable, and fostering connections within the community, aiming to make clients feel secure, validated, and engaged. These practices help reduce buyer's remorse and build a strong foundation for long-term client retention.

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OVERVIEW:

• (00:43) Introduction
• (00:51) Exclusive Client Fulfillment Insights
• (01:46) The Importance of Onboarding
• (03:35) Key Onboarding Strategies
• (04:54) Psychological and Emotional Support
• (06:24) Ensuring Client Engagement and Retention
• (07:56) Practical Tips for Effective Onboarding
• (09:11) Overcommunication