Client service
Helping advisors pinpoint what differentiates them from others can build their self-confidence and individuality and set them on the path for success throughout their careers. Here we’ll focus on practical ways your advisors can distinguish themselves to provide the best client service.
Spark meaningful conversations to motivate each advisor.
What are some ways your client experience could impact your business?
How would you like your clients to think or talk about you? How does your client service need to change for that to happen?
What message would you like to convey to your clients through your service? What are some specific ways you could communicate that?
What are some simple, inexpensive ways you already “wow” your clients? Share something that’s been effective so far and how your clients have responded.
Supporting your team is easy and intuitive.
Activities and resources for advisors are presented below. Here are two simple options for sharing all this information with your advisors, as well as conversation starters to help when you and your advisors check in.
Option 1
Click the button below to copy the messaging, drop it into an email and send it to your advisors. Then schedule regular check-ins with them to discuss their progress.
Option 2
Connect with your advisors individually or in small groups to walk through the messaging below. Then set up a check-in to discuss what’s working and how you can help guide them.
This is the messaging to share with your advisors:
Taking your business further.
This is a people-first business. While expertise and performance are essential to your work, the way you make your clients feel will determine much of your success. This topic will focus on practical ways you can differentiate yourself in providing client service.
Set yourself apart to set yourself up for success
Excellent client service will set you apart — it’s how clients feel truly heard and valued. Head to the Learn section and explore three Client Service resources that focus on standing out, and come prepared to discuss.
Spend your time wisely
Every client interaction should leave them feeling their time with you was time well spent. Explore the Time Management and Client Service topics in the Learn section and find three resources that lend insights to enhance your approach. Let’s discuss what you learned and how it can improve client interactions.
Each week you will also receive a Weekly Growth Plan within the Academy, personalized to you. Your Growth Plan, as well as the Connect section of the Academy, where you can network with other Academy members, are good things to engage with regularly.