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.
Chapters
Transcript
Episode notes
1 2 3 4
Introduction
00:00 • 2min
Using a Guided Response Document to Improve Client Service and Empower the Team
02:05 • 3min
Creating a Guided Responses Cheat Sheet for Client Service and Team Empowerment
05:30 • 2min
Creating a 'Guided Responses' Cheat Sheet for Improved Client Service and Team Empowerment
07:13 • 3min