146: How to Use a Family Tree Template to Stay Organized and Deepen the Client Relationship

The Efficient Advisor: Tactical Business Advice for Financial Planners · Oct 24, 2023 · 21m · transcript

Managing client data can be overwhelming and cumbersome without tools to stay organized. Why struggle to remember every detail when you can implement a foolproof process to capture and update client information on the regular?

In this episode, Libby shares one of her favorite tools to deepen relationships and human-to-human interaction. The Family Tree Template allows you to manage data better, create stronger client bonds, and build a more efficient and effective practice by training your team to update client intel routinely.

You will learn the added benefits of using a Family Tree…