The Efficient Advisor: Tactical Business Advice for Financial Planners 306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience
Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.
What you’ll learn in this episode:
- The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use it
- Simple strategies to capture information without making conversations feel awkward or like an interview
- Where and how to store client intel so it’s easy to access and use effectively
- Creative ways to put intel into action through conversations, gifts, events, and surprise-and-delight moments
By the end of this episode, you’ll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you’ll be amazed at how quickly it transforms your client relationships.
Grab the Client Intel Process PDF HERE!
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