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078: How to Re-Onboard Existing Clients And Update the Way You Do Business
You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better.
But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into.
In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.
We’ll talk about:
- When it makes sense to do a “re-onboarding”
- How to introduce it in a way that makes sense
- What’s included in an onboarding
- Language that just works
- How to drive behavior change on your clients end
- And, so much more!
------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
View all episodes
By Libby Greiwe
4.9
105105 ratings
You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better.
But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into.
In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.
We’ll talk about:
- When it makes sense to do a “re-onboarding”
- How to introduce it in a way that makes sense
- What’s included in an onboarding
- Language that just works
- How to drive behavior change on your clients end
- And, so much more!
------------------------------------------
LINKS FROM THE SHOW:
Curious about the Efficient Advisor Group Coaching & Mastermind? Get on the waitlist here for more information on the next session coming soon.
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind 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.
Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
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