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Ep 341: Bolstering The Quality Of Advice By Deliberately Rotating Advisors For Each Client With Thor McIlrath

Financial Advisor Success

CHAPTER

The Benefits of Having a Checklist for Client Meetings

The crm system with sales force has checklist for just about anything you can imagine. If an advisor leaves then a lot of clients tend to go with them and i'm sort of struck that indirectly one of the benefits that comes from the framework that you've got is when clients are really connected to the firm and not anyone advisor because they literally rotate amongst advisors. I would think it greatly reduces the risk and likelihood that that clients follow an advisor out the door.

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