Sign up to save your podcasts
Or
Share 144. Keep Clients For Years (Relationship Activator 5)
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
144. Keep Clients For Years (Relationship Activator 5)
Imagine you've just won an election. The votes are in, and the morning after, you walk in as the person in charge. The goodwill is at its absolute peak, people are hopeful, and they are giving you the benefit of the doubt. This is the exact moment a new client signs with you.
In politics, every new leader gets 100 days to prove themselves—to show what they're made of and get things moving. It's the yardstick by which their entire term will be judged. The same is true for your advisory practice. The day a client pays you is their election day.
In this episode, we're diving into Relationship Activator Number Five: Win the First 100 Days. Most advisors think the job is done when the proposal is signed, and they go back to chasing the next prospect, leaving their brand-new client sitting in the quiet. This is the most expensive mistake you can make. The moment they pay, "buyer's remorse" creeps in. They wonder if they've made the right decision.
I’m going to show you exactly how to kill that buyer's remorse in the first 48 hours, how to deliver an "early win" in week one, and how to use this critical 100-day window to map their transformation and set the boundaries that will keep them happily paying you for years.
Key Takeaways
Why the real client journey doesn't end when they sign the proposal—it actually begins the moment they say "yes"—and why ignoring this leads to a revolving door of clients.
Discover the "First 100 Days" concept borrowed from 1930s politics and why your client's verdict on your entire relationship is decided in these opening weeks.
What is "buyer's remorse," why does it happen to even your most excited clients the moment they pay you, and how can you kill it in the first 48 hours?
Why you must deliver an "early win" in week one (and what that actually looks like) instead of saving your best value for month six when they are already frustrated.
Are your clients emailing you at 11 PM? Learn why this is almost always a failure of the first 100 days, and how to gently but firmly install the rules of working with you.
Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit
It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+
View all episodes
By Amanda C. Watts
5
22 ratings
Imagine you've just won an election. The votes are in, and the morning after, you walk in as the person in charge. The goodwill is at its absolute peak, people are hopeful, and they are giving you the benefit of the doubt. This is the exact moment a new client signs with you.
In politics, every new leader gets 100 days to prove themselves—to show what they're made of and get things moving. It's the yardstick by which their entire term will be judged. The same is true for your advisory practice. The day a client pays you is their election day.
In this episode, we're diving into Relationship Activator Number Five: Win the First 100 Days. Most advisors think the job is done when the proposal is signed, and they go back to chasing the next prospect, leaving their brand-new client sitting in the quiet. This is the most expensive mistake you can make. The moment they pay, "buyer's remorse" creeps in. They wonder if they've made the right decision.
I’m going to show you exactly how to kill that buyer's remorse in the first 48 hours, how to deliver an "early win" in week one, and how to use this critical 100-day window to map their transformation and set the boundaries that will keep them happily paying you for years.
Key Takeaways
Why the real client journey doesn't end when they sign the proposal—it actually begins the moment they say "yes"—and why ignoring this leads to a revolving door of clients.
Discover the "First 100 Days" concept borrowed from 1930s politics and why your client's verdict on your entire relationship is decided in these opening weeks.
What is "buyer's remorse," why does it happen to even your most excited clients the moment they pay you, and how can you kill it in the first 48 hours?
Why you must deliver an "early win" in week one (and what that actually looks like) instead of saving your best value for month six when they are already frustrated.
Are your clients emailing you at 11 PM? Learn why this is almost always a failure of the first 100 days, and how to gently but firmly install the rules of working with you.
Want more freedom and higher profits in your firm? Download the free Value Pricing Toolkit here: https://info.businessadvisoracademy.com/toolkit
It gives you the complete proven system to break free from hourly billing, charge for impact, and grow your advisory firm to £500K+
More shows like Business Advisor Podcast
View all
The Perfect RIA
461 Listeners
The Profitable Accountant Podcast
1 Listeners