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The Perfect RIA
Encore Episode: Client Onboarding - Creating A Solid Foundation
May 23, 2024
Jamie Shilanski, an expert in client onboarding, shares game-changing strategies for setting expectations and delivering value during the critical onboarding phase. She emphasizes the importance of creating unforgettable first impressions for long-lasting relationships. Topics include estate planning, cash flow management, insurance, setting boundaries, managing expectations, and delivering deep value to clients.
34:40
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Quick takeaways
- Implement surge schedules for focused client interactions and value delivery.
- Establish clear boundaries early to cultivate a culture of respect and discipline in client relationships.
Deep dives
Building Trust and Value Through Surge Schedules
Implementing surge schedules at Shilinski and Associates has proven to be important for client onboarding and maintaining relationships. By strategically planning surge periods throughout the year, the team ensures focused time with clients, enhancing value delivery and setting clear expectations. Surge periods, such as the Spring Surge and Fall Surge, provide structured and deliberate client interactions. Using the surge approach allows for deep client engagement and effective time management for the team.
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