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

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 Template, including:

• Creating a structured and systematic approach to data management
• Building meaningful connections with your clients
• Managing a team that is well-informed about clients’ family structure
• Optimizing your organizational skills

Listen to today’s episode and discover how the Family Tree Template could help you better understand your clients, identify new opportunities, and strengthen existing relationships!

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