The Efficient Advisor: Tactical Business Advice for Financial Planners
160: How To Do a Client Communications Audit to Make Clients Feel Valued
<p>Ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. Her specialty? Breaking down the functions of a financial planning practice into actionable step-by-step processes designed to get you results and get you out of overwhelm. Expert interviews, done-for-you templates, and easy to implement solutions… all tied together by her MISSION to create ease in your business. She promises to deliver actionable step-by-step solutions you can implement right away to save time, money, and frustration. The goal--to lead you from overwhelm to efficiency. She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25-hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale to an enterprise firm in 2019. Now, she’s simply just obsessed with helping other amazing advisors do the same thing. So if you’re an advisor who’s got the hang of planning and is now looking to grow to that first 500k of take-home pay… you are in the right place! </p>
Show Notes
Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.”
In this episode, Libby shares with you the nuances of how to execute an effective communications audit within your financial planning business. This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums.
Speaking different communication languages to hit clients in slightly different ways and formats is critical to ensure your clients do not miss any valuable information. Some communication styles Libby addresses include:
Email
Video
Text
Face-to-face
Phone
Snail mail
Social media
Learn how to make every touch point matter by tuning into today’s episode. After all, clients are the lifeblood to your business, so take the time to build a process to communicate effectively.
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LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Episodes Mentioned:
Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program
Books Mentioned:
Never Lose a Customer Again by Joey Coleman
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about T2MWorks 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.
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