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The Efficient Advisor: Tactical Business Advice for Financial Planners
145: Ideas to Implement - Create a "Guided Responses" Cheat Sheet to Improve Client Service and Empower Your Team
Oct 19, 2023
Learn how to improve client service and empower your team with a guided response cheat sheet. Discover the benefits of using guided response documents, including enhanced efficiency and accuracy. Co-create the cheat sheet with your team for easy updates and centralized location.
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Quick takeaways
- Creating a guided response cheat sheet improves client service and empowers the team by providing structured and consistent responses to client questions and concerns.
- A guided response document contributes to improved client satisfaction, enhanced team efficiency, reduced stress levels, and streamlined training for new hires.
Deep dives
Create a Guided Response Cheat Sheet for Improved Client Service
This week's podcast episode discussed the importance of creating a guided response cheat sheet to enhance client service and empower your team. The guided response document is a simple tool that equips your team with structured responses to client questions, issues, concerns, and feedback. It ensures consistency in client experience, improves efficiency and speed of response, and enhances accuracy. The document also facilitates training and onboarding of new team members. Key factors to consider when building an effective guidance response document include understanding your clients' concerns, categorizing scenarios, creating standard responses, and regularly updating the document.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode