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The Perfect RIA
Encore Episode: Managing Value Adds In Surge
Oct 31, 2024
Explore the art of surge scheduling in financial planning to boost client engagement and team efficiency. Discover the importance of refreshing value adds regularly and the benefits of post-surge debriefs for continuous improvement. Learn how effective communication and a keen understanding of client assets can unveil new opportunities. Collaboration among advisors is key, enabling constructive feedback and enhanced service delivery. Emphasize teamwork and reflection to elevate the client experience and streamline operations.
24:18
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Quick takeaways
- Surge scheduling enhances client engagement by aligning services with natural client behavior patterns, especially during key planning periods.
- Regularly refreshing value-added offerings and conducting post-surge debriefs fosters continuous improvement and team efficiency in client service delivery.
Deep dives
Strategic Surge Scheduling
Surge scheduling is instrumental for maximizing client engagement, with specific times set for spring, summer, and fall surges. These surges align with natural rhythms in client behavior, particularly during tax season and pre-holiday planning periods. The planning framework involves outlining value-added services yearly to enhance client interactions, which are then executed consistently at strategic intervals. For instance, providing quarterly 1099 letters and long-term care insights offers clients timely information that elevates the advisory experience beyond standard offerings.
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Discover
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