Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
102: This “Extra” Touch is Easy & Effective - The First 100 Days and Beyond
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…
The skinny
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