She said “The way you communicate with clients is self-centered”<\/p>\n\n\n\n
I couldn’t believe she said it but she was right.<\/p>\n\n\n\n
\u2192 I was listening in on one of our
\u2192 Long-time customers talking to
\u2192 Someone in a mastermind group.<\/p>\n\n\n\n
She has a big, fast-growing practice and was sharing about how she did it.<\/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
“Those are YOUR MOMENTS. Not your client’s.”<\/p>\n\n\n\n
“That is just when YOU want or need to talk to them.”<\/p>\n\n\n\n
\u2192 “Their lives happen
\u2192 365 days of the year, not just
\u2192 When you plan to speak with them.”<\/p>\n\n\n\n
Then she said that 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
“You have to connect more in THEIR MOMENTS”<\/p>\n\n\n\n
She recommended her communication mix:
Weekly
\u21b3 Automated financial update.
\u21b3 Simple problem\/solution content<\/p>\n\n\n\n
Monthly or as needed
\u21b3 Personal service updates – what her team specifically did.
\u21b3 Quarterly reports, annual reviews, and other touchpoints.<\/p>\n\n\n\n
“That’s what grew my practice. It will grow yours too”<\/p>\n\n\n\n
She said it was because 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.<\/p>\n\n\n\n
“Engagement breeds understanding and trust.”<\/p>\n\n\n\n
It worked for her and it can transform your practice too.<\/p>\n\n\n\n
What surprising lessons have you learned about client engagement?<\/p>\n","protected":false},"excerpt":{"rendered":"
She said “The way you communicate with clients is self-centered” I couldn’t believe she said it but she was right. \u2192 I was listening in on one of our\u2192 Long-time customers talking to\u2192 Someone in a mastermind group. She has a big, fast-growing practice and was sharing about how she did it. She said “As…<\/p>\n","protected":false},"author":2,"featured_media":7342,"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":[37],"class_list":["post-7341","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ideas","category-media","tag-client-communication"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7341","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=7341"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7341\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7342"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7341"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7341"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7341"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}