Ready to transform the way you handle client service? In this episode, I’m joined by Lorie Jones, a seasoned Financial Advisor who has over 20 years of experience supporting top-performing financial advisors. Lorie shares her secrets for creating a high-touch client experience, building efficient systems, and managing the chaos that can come with growth. Whether you’re a solo advisor or run a team, you’ll walk away with actionable strategies to elevate your client service model.

What you’ll learn in this episode:

How to build replicable and consistent service systems that scale with your business
The secret behind proactive communication that makes clients feel truly cared for
Tips for documenting processes so your team can function smoothly and confidently
Why Lorie says “the client doesn’t always know what they need” and how to respond
How to think like a COO even if you’re just starting out or running lean

This episode is packed with wisdom for advisors who want to deliver world-class service without burning out. Lorie’s perspective will help you refine your systems, take control of your calendar, and set your team up for success.

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Check out the Efficient Advisor YouTube Channel 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.

Dan Werthimer

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