160: How To Do a Client Communications Audit to Make Clients Feel Valued

The Efficient Advisor: Tactical Business Advice for Financial Planners

Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.”
In this episode, Libby shares with you the nuances of how to execute an effective communications audit within your financial planning business. This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums.
Speaking different communication languages to hit clients in slightly different ways and formats is critical to ensure your clients do not miss any valuable information. Some communication styles Libby addresses include:

• Email
• Video
• Text
• Face-to-face
• Phone
• Snail mail
• Social media

Learn how to make every touch point matter by tuning into today’s episode. After all, clients are the lifeblood to your business, so take the time to build a process to communicate effectively.

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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
Books Mentioned:
Never Lose a Customer Again by Joey Coleman
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Learn more about the Group Coaching & Mastermind HERE!

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Learn more about Asset-Map financial planning software HERE!
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فصل ها

1. Strengthening Client Communication and Building Business (00:00:00)

2. Scale Group Coaching and Communications Audit (00:04:40)

3. The Importance of Communication Styles (00:15:49)

4. Scale Group Coaching & Mastermind (00:29:06)