Building strong client relationships isn’t just about numbers—it’s about truly knowing the people you serve. In this episode, I walk you through my Client Intel Process, a practical framework to help you capture, organize, and use personal details about your clients in a way that feels natural and meaningful. This process helps deepen connections, create memorable experiences, and ultimately strengthen trust.

What you’ll learn in this episode:

The four parts of the Client Intel Process: what to gather, how to capture it, where to store it, and how to use it
Simple strategies to capture information without making conversations feel awkward or like an interview
Where and how to store client intel so it’s easy to access and use effectively
Creative ways to put intel into action through conversations, gifts, events, and surprise-and-delight moments

By the end of this episode, you’ll have the tools to start building a client intel system that allows you and your team to consistently create personalized, remarkable client experiences. Start small, keep it simple, and you’ll be amazed at how quickly it transforms your client relationships.

Grab the Client Intel Process PDF HERE!

Grab the 30-Day Tiny Habits Challenge HERE!

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.

306: My Client Intel Process - How To Capture Personal Details & Use Them to Enhance the Client Experience

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