This week on Real Relationships Real Revenue, we are talking about effective and strategic client planning. Many people make mistakes when it comes to this so we will be covering how you can do this really well, where you can get the most ROI on your time invested, and how to do it in a way that your clients will love. These are the three scientific headwinds that are against you when it comes to retention and growth.

Topics We Cover in This Episode:

The biggest mistakes we see with client planning
Anchoring and the status quo bias
Earned dogmatism
Self-enhancement bias

We’re probably biased toward staying where we are at or even shrinking, but we need to be thinking about how we can be bringing new experts, new activities, and new solutions to our clients in a way that is helpful and proactive.

To learn more about the status quo bias, make sure to check out the Wikipedia page on it. It is very interesting and it might be a great thing to share with your team.

Resources Mentioned:

Learn more about the status quo bias

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