The Efficient Advisor: Tactical Business Advice for Financial Planners

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

11 snips
Apr 30, 2024
Explore the pivotal first 100 days in client relationships and why effective onboarding is essential. Discover how to demonstrate professionalism and set clear expectations to foster lasting connections. Learn creative ways to personalize client interactions, including thoughtful gestures that delight. The insights shared can transform new clients into loyal advocates, boosting referrals and enhancing overall satisfaction. Don't miss these tactical strategies for making a remarkable first impression!
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INSIGHT

First 100 Days Drive Client Longevity

  • The first 100 days determine the longevity of a client relationship.
  • Onboarding is the critical window to show professionalism and set the engagement tone.
INSIGHT

Planning Is Dating; Onboarding Is Marriage

  • Treat planning as dating and ongoing client work as marriage to set expectations.
  • Focus onboarding on the 'marriage' phase, not just paperwork, to avoid post-signing disappointment.
ADVICE

Introduce Your Team Early

  • Involve operations staff throughout the planning process to build client trust in the team.
  • Introduce team members early so clients accept delegated service after signing.
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