Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team
Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet.
In this episode, Libby explains how a Guided Response Document can help you craft clear, effective responses to put clients at ease and answer their questions. This not only enhances your customer experience, but also creates consistency and saves you…
The skinny
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