The Efficient Advisor: Tactical Business Advice for Financial Planners  cover image

160: How To Do a Client Communications Audit to Make Clients Feel Valued

The Efficient Advisor: Tactical Business Advice for Financial Planners

00:00

Implementing Strategies and Building Processes for Effective Client Communication

Discussion on the progress of the August cohort in implementing strategies learned in the program, including 'dear john' and ghosting processes. Emphasis on accountability and time allocation, with an invitation to join the coaching program and community for more insights on communication audits and styles.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app