{"id":7291,"date":"2025-01-20T17:15:20","date_gmt":"2025-01-20T17:15:20","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/this-advisor-completely-changed-her-approach-to-communication\/"},"modified":"2025-01-20T17:15:34","modified_gmt":"2025-01-20T17:15:34","slug":"this-advisor-completely-changed-her-approach-to-communication","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/this-advisor-completely-changed-her-approach-to-communication\/","title":{"rendered":"This advisor completely changed her approach to communication"},"content":{"rendered":"\n

This advisor completely changed her approach to communication.<\/p>\n\n\n\n

Her epiphany wasn’t something I’ve heard before (big shift)<\/p>\n\n\n\n

She said “As an advisor, we’re often taught to focus on the big moments:
\u21b3 Tax time
\u21b3 Plan reviews
\u21b3 Annual meetings
\u21b3 Quarterly reporting”<\/p>\n\n\n\n

Reflecting on that, she said something that really stuck with me.<\/p>\n\n\n\n

“I realized these moments are MY MOMENTS. Not my client’s.<\/p>\n\n\n\n

\u2192 Their lives happen
\u2192 365 days of the year, not just
\u2192 When I plan to speak with them.”<\/p>\n\n\n\n

And in between the big moments, clients are often:
\u21b3 Frightened by the media.
\u21b3 Nervous about the markets.
\u21b3 Thinking they missed something.”<\/p>\n\n\n\n

Then she said “I realized I have to connect more in THEIR MOMENTS”<\/p>\n\n\n\n

Six months ago, she started embracing more frequent client communications:
\u21b3 She decided on 1-2x every week.
\u21b3 With personal updates – not general stuff.
\u21b3 A combination of portfolio & planning with some aspirational msgs.<\/p>\n\n\n\n

Like you, she had:
\u21b3 Fears about the work to do all this.
\u21b3 Concerns about overwhelming clients.
\u21b3 Doubts about the value of more frequent updates.<\/p>\n\n\n\n

But embracing this approach shifted her perspective and her practice.<\/p>\n\n\n\n

More frequent, personalized communication resulted in:
\u21b3 Predictable referrals
\u21b3 Deeper client relationships
\u21b3 Increased client satisfaction and trust
\u21b3 Enhanced client engagement and adherence to financial plans<\/p>\n\n\n\n

And with automation, it was actually LESS WORK than what she was doing before.<\/p>\n\n\n\n

“Engagement breeds understanding and trust.”<\/p>\n\n\n\n

And she said “If any of those old concerns pay me a visit? I will
\u21b3 Review the positive feedback and testimonials from clients.”
\u21b3 Remind myself of the deeper connections and successful outcomes.”
\u21b3 Continue to refine and personalize my communication approach to meet client needs.”<\/p>\n\n\n\n

It worked for her and it can transform your practice too.<\/p>\n\n\n\n

\"\"<\/a><\/figure>\n","protected":false},"excerpt":{"rendered":"

This advisor completely changed her approach to communication. Her epiphany wasn’t something I’ve heard before (big shift) She said “As an advisor, we’re often taught to focus on the big moments:\u21b3 Tax time\u21b3 Plan reviews\u21b3 Annual meetings\u21b3 Quarterly reporting” Reflecting on that, she said something that really stuck with me. “I realized these moments are…<\/p>\n","protected":false},"author":2,"featured_media":7293,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[22,140],"tags":[61],"class_list":["post-7291","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ideas","category-media","tag-advisor-tips"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7291","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7291"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7291\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7293"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7291"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7291"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7291"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}