159: You NEED This Onboarding Document to Help Set Client Expectations

The Efficient Advisor: Tactical Business Advice for Financial Planners · Dec 12, 2023 · 35m · transcript

We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing.

However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether.

Enter the “Expectations of Our Engagement” resource.

In this episode, Libby explains why this document is critical to every practice and outlines how it will help you:

Maintain…