You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better.

But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into.

In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.

We’ll talk about:

When it makes sense to do a “re-onboarding”
How to introduce it in a way that makes sense
What’s included in an onboarding
Language that just works
How to drive behavior change on your clients end
And, so much more!

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LINKS FROM THE SHOW:

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Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

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!

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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.

078: How to Re-Onboard Existing Clients And Update the Way You Do Business

The Efficient Advisor: Tactical Business Advice for Financial Planners