The Efficient Advisor: Tactical Business Advice for Financial Planners 312: Re-Onboarding: The Secret to Re-Energizing Long-Time Clients
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Oct 7, 2025 Discover the game-changing concept of re-onboarding long-term clients, crucial for keeping them aligned with your evolving practice. Learn practical strategies to naturally reset expectations and reinforce value. Dive into how optimized onboarding can drive referrals and act as a powerful marketing tool. Hear anecdotes that illustrate the importance of reminding clients about services and how to communicate changes clearly. Plus, get tips on integrating re-onboarding into your annual agenda for lasting client relationships.
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Long-Term Clients Operate Under Old Rules
- Longstanding clients often still operate under old expectations while new clients see the polished onboarding.
- Re-onboarding realigns long-term clients with your current practice and services.
Use Existing Onboarding As The Template
- Re-onboard by viewing your existing client experience through your improved onboarding lens rather than inventing new work.
- Streamline processes to speed up timelines, reduce errors, and encourage referrals during clients' first interactions.
Advisor Evolution Creates Expectation Gaps
- Advisors evolve with new designations, team members, fees, and service models over time.
- That evolution creates a gap between how you work now and what legacy clients understand.