Latest / The Efficient Advisor: Tactical Business Advice for Financial Planners
370: Never Lose A Customer Again - Author Joey Coleman is Here!
The GOAT is here!!! If you’ve ever referenced client experience, onboarding, or retention in your business, you’ve probably already felt his influence. This conversation goes deep into why the first 100 days matter more than most advisors realize, and why so many businesses are leaking clients before they ever have a chance to become long-term relationships. If you’ve ever thought “our onboarding is fine,” this episode might challenge that in the best possible way.
Why the first 100 days determine whether a client stays for five years or quietly walks away
The eight phases of the client…
The skinny
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