159: You NEED This Onboarding Document to Help Set Client Expectations

The Efficient Advisor: Tactical Business Advice for Financial Planners

We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing.
However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether.
Enter the “Expectations of Our Engagement” resource.
In this episode, Libby explains why this document is critical to every practice and outlines how it will help you:

1. Maintain successful client-advisor relationships
2. Prevent misunderstandings and disappointments
3. Guide and set the tone for client interactions
4. Outline clear expectations from you, your team, and clients

Clarity and transparency go a loooooong way in this business. So, tune in today to learn how setting some solid expectations can foster, enrich, and grow your client relationships and ensure everyone is on the same page!

—------------------------------------

LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Episodes mentioned:
Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Learn more about the Group Coaching & Mastermind HERE!

Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

فصل ها

1. 159: You NEED This Onboarding Document to Help Set Client Expectations (00:00:00)

2. The Three Layers of Every Process (00:00:01)

3. Implementing Systems for Business Transformation (00:05:30)

4. Setting Expectations in Client Onboarding (00:09:12)

5. Client Communication and Expectations (00:21:23)

6. Podcast App Rating Request (00:34:00)