A silent killer is hurting your practice.<\/p>\n\n\n\n
Ignored advice, inconsistent referrals, panicked calls – same cure<\/p>\n\n\n\n
I spoke with Elizabeth, a seasoned advisor, last week. She reminded me of a problem she used to have.<\/p>\n\n\n\n
She delivered creative solutions for clients, delivered good returns, and excelled 1:1.<\/p>\n\n\n\n
She met with them 2x\/yr and sent a monthly newsletter in addition to regular reporting.<\/p>\n\n\n\n
Yet her yearly results showed:
\u2022 Inconsistent referrals
\u2022 Ignored advice
\u2022 Panicked calls<\/p>\n\n\n\n
Why?<\/p>\n\n\n\n
About 350 days each year she was SILENT<\/p>\n\n\n\n
Like most advisors, she didn’t want to “bother” clients.<\/p>\n\n\n\n
But what it really meant is that while the media droned on 24\/7 and clients’ lives got busy…<\/p>\n\n\n\n
Clients simply forgot.<\/p>\n\n\n\n
They forgot her advice, her value, and forgot how their plan protected them.<\/p>\n\n\n\n
We started working with her to deliver a simple solution – communicate more frequently.<\/p>\n\n\n\n
She started sharing:
\u2022 Weekly personal micro-reports
\u2022 Weekly solutions to common problems
\u2022 Personalized service updates from her team<\/p>\n\n\n\n
Result: 100+ client touchpoints per year<\/p>\n\n\n\n
This led to:
\u2022 Consistent referrals
\u2022 Strong implementation of her advice
\u2022 Fewer panicked calls during market dips<\/p>\n\n\n\n
Best of all Elizabeth told me last week that with the automation it is less work than before.<\/p>\n\n\n\n
If those challenges sound familiar, reach out to my team and see how we can help.<\/p>\n\n\n\n
How are you keeping clients engaged between meetings?<\/p>\n\n\n\n
PS “The single biggest problem in communication is the illusion that it has taken place.”
\u2014 George Bernard Shaw<\/p>\n","protected":false},"excerpt":{"rendered":"
A silent killer is hurting your practice. Ignored advice, inconsistent referrals, panicked calls – same cure I spoke with Elizabeth, a seasoned advisor, last week. She reminded me of a problem she used to have. She delivered creative solutions for clients, delivered good returns, and excelled 1:1. She met with them 2x\/yr and sent a…<\/p>\n","protected":false},"author":2,"featured_media":7361,"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":[22,140,25],"tags":[59],"class_list":["post-7360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ideas","category-media","category-product","tag-client-service"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7360","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=7360"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7360\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7361"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7360"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7360"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7360"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}