There is serious science behind what we say and how we say it. And we all know that in order to run a successful practice, following-up with potential and existing clients is critical. But the WAY in which we follow-up is actually one of the key factors that will determine a client’s level of engagement.  

In this episode, Libby shares two phrases to NEVER USE when checking in with your prospects. Instead, she offers up a few alternative suggestions that will encourage your clients to take action and do the thang!

So, how do advisors stay top of mind without sounding passive, desperate, or needy?!? Tune in to this week’s podcast to learn the most effective methods and strategies for following-up with your clients! Your business (and clients) will thank you!

—----------------------------------------------

LINKS FROM THIS EPISODE:

Episodes Mentioned:

Episode #93: 7 Processes Every Advisory Business Needs

Episode #94: My Simple Trick to Get Prospects to Finally Book an Appointment

Get on the Systems to Scale Group Coaching Waitlist Here

Download the Family Tree Template Here

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!