The Efficient Advisor: Tactical Business Advice for Financial Planners

184: Free Download Client Intel Process

Apr 16, 2024

In this episode, the host discusses the importance of personalizing client experiences through the Client Intel Process. They share a free download to help advisors collect and utilize client information for tailored interactions. The episode highlights strategies for enhancing client relationships, incorporating personalized details into financial planning, and utilizing gathered information to deepen connections and demonstrate genuine care.

37:44

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Episode notes

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Quick takeaways

Capture personal client details for tailored experiences and enhance relationships.

Implement a systematic process to gather and utilize client information effectively for personalized interactions.

Deep dives

Understanding the Client Intel Process

The episode delves into the importance of having a client Intel process to enhance the client experience. It emphasizes the need to capture personal information about clients to create a customized experience tailored to their preferences. The speaker addresses common questions advisors have, such as what information to gather, how to store it, and how to use it effectively in their business to drive a personalized client engagement.

Introduction

2min

Enhancing Financial Planning Services and Client Relationships

2min

Enhancing Client Relationships Through Personalization

19min

Enhancing Client Relationships Through Personalized Client Intel

3min

Personalized Client Interactions in Financial Planning

11min

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰

As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known.

In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions.

And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences.

So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business!

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LINKS FROM THIS EPISODE

Grab the Client Intel Process PDF Here

Learn More About One-on-One Coaching Here

Learn More About the Retirement Tax Services Summit Here

Grab Your Focus Gummies Here

Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”

Enroll in The Perfect RIA masterclass Here

Join the Group Coaching & Mastermind HERE!

Download the Family Tree Template Here

Enroll in The Perfect RIA Masterclass Here

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.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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