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Ep 391: Improving Efficiency (In A Solo Practice) By Eliminating What Clients Don’t Really Care About Anyway with Christopher Jones

Financial Advisor Success

NOTE

Efficient Ongoing Service Model for Long-Term Clients

The ongoing service model for long-term clients in this practice involves an annual review meeting, particularly tailored for retired clients who are familiar with the process after being with the advisor for an average of 10 years. The advisor does minimal preparation, as the entire process is efficiently conducted during the meeting using specialized software. Scheduling is automated using Calendly, with reminders sent out two months in advance to prompt clients to schedule their annual review.

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