The first 100 days of the client relationship are critical. The data shows that these first couple months of your client relationship and how you perform, interact, and connect is disproportionately important to the longevity of the client-advisor relationship. Meaning… if you crush it in the first 100 days you will keep your clients longer. And, the goal is to turn prospects into clients and clients into referral generating machines.

In your onboarding there are 3 layers, and we’ve talked about this, there is the 1) paperwork functional layer, the 2) setting expectations of how you’re going to work together layer, and the 3) human-to-human connection layer.

When I’m helping an advisor or a team build out their onboarding process, we’re always talking about ways to go above and beyond. How do we make this a little more of a unique experience. Essentially, how to take your onboarding from good, to great, to exceptional.

In today’s episode, we’re going to talk about some low-hanging fruit type extras. The ones that are easy to implement and effective. And if I were still in practice, I’d be doing this… no question.

And the coolest part about this simple add-on, is it can serve you clients and your business in so many ways.

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LINKS FROM THIS EPISODE:

Check out the Episode on Video #017: The #1 Most Effective Marketing Strategy Advisors are Missing Out On... And How to Get Started in VIDEO

Different Video Services Mentioned in this Episode:
Vidyard
Loom
Bom Bom

Check out my special contributors on LinkedIn:
Eric Negron
Kit Lancaster
Rob Read
Russ Thornton

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Email your receipt to efficientadvisor@gmail.com to get your BONUS.

Check out my Episode with Steven #040: Tax Returns--What to ACTUALLY Do with Them to Add Value

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out mo

Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience 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.

102: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond

The Efficient Advisor: Tactical Business Advice for Financial Planners