The Efficient Advisor: Tactical Business Advice for Financial Planners

193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion


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Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience?

This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during business hours lays the groundwork for client satisfaction and the growth of your practice.

You can build a high referable practice without killing yourself or going over the top. Join me for this frank discussion on what I call "The Dentist Rule."

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.

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The Efficient Advisor: Tactical Business Advice for Financial PlannersBy Libby Greiwe

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