The Efficient Advisor: Tactical Business Advice for Financial Planners 038: How to DIAL IN Your Business to be EXACTLY What Your Clients Want
If you are listening to this podcast… I know one thing about you already. You care. You care A LOT. You want your business to be successful and you want to have a practice that delivers the highest quality financial planning you are capable of and a business that prospects FLOCK to.
And today, I am going to give you a tool that gives you the inside track on how to build, not just a good business, but an excellent one. We’re going to discuss EXACTLY what it takes to dial in your business to be an IDEAL business for your ideal clients. A business that clients are loyal too.
And of course, running a business is like baking a cake… there are a lot of ingredients in different amounts to come up with the perfect end product… so today is just one ingredient in the recipe. BUT a big one. Consider today like the baking powder of the recipe… if you don’t do this… your cake – your business – will fall flat and not rise the way you want to… even if you get everything else right!!!
In today's episode we get into:
- What does it mean to co-create your planning process?
- What is REAL feedback?
- How do we get it?
- What do we do with this?
- What don't we do with it?
- And how do we use it to go from good, to great, to excellent!
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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
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Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.