Listen Top Shows Blog

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

Update: 2021-01-19

Share

Description

A financial advisor who started his firm over a year ago is struggling with the servicing aspect of his business. He’s found a niche and a business model that works, but he’s uncertain how often clients need servicing once they’ve been onboarded. He’s fighting with a lack of servicing structure and a system that keeps existing clients happy and new ones coming in. What solutions can Chip offer to develop an effective client service routine?

Comments

In Channel

Maximum Advisor Season 4 Recap

Maximum Advisor Season 4 Recap

2021-04-1327:24

The Math of Finding a Niche Market with Adam Cmejla

The Math of Finding a Niche Market with Adam Cmejla

2021-03-3040:52

Grow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ Blueprint

Grow Purposefully, Operate Efficiently & Leave Your Legacy with Andrea Schlapia’s Fundamental 4™ Blueprint

2021-03-1639:27

Get Recognized as an Expert with Publishing & Podcasting Features and Perfect Your Pitch with Amanda Berlin

Get Recognized as an Expert with Publishing & Podcasting Features and Perfect Your Pitch with Amanda Berlin

2021-03-0235:44

Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

Building a Thriving Financial Practice & Establishing a Succession Plan with Adam Goetz

2021-02-1628:23

Self-Publish a Book to Build a Business and Make a Profit with Julie Broad

Self-Publish a Book to Build a Business and Make a Profit with Julie Broad

2021-02-0234:58

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

2021-01-1929:39

Attract Your Ideal Client Through Compelling Web Content Creation with Ashley Barnett

Attract Your Ideal Client Through Compelling Web Content Creation with Ashley Barnett

2021-01-0529:40

How Hosting a Financial Advisor Podcast Sustains Growing Client Base with Benjamin Brandt

How Hosting a Financial Advisor Podcast Sustains Growing Client Base with Benjamin Brandt

2020-12-2232:48

HOT SEAT ASK: How can I reposition my practice from insurance to financial planning?

HOT SEAT ASK: How can I reposition my practice from insurance to financial planning?

2020-12-0833:03

The Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With Him

The Matt Thiel Story: How One Financial Advisor Transitioned to His Independent Dream Practice, Bringing 96 Percent of His Clients With Him

2020-11-2439:07

Maximum Advisor Season 3 Recap

Maximum Advisor Season 3 Recap

2020-10-2724:54

Leadership Vision and The Second in Command with Brittany Anderson

Leadership Vision and The Second in Command with Brittany Anderson

2020-10-1335:48

How to Prepare for the Coming "Seismic Shift" in Financial Planning With Coach Joe

How to Prepare for the Coming "Seismic Shift" in Financial Planning With Coach Joe

2020-09-2936:47

How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt

How Target Market Focus Built this Advisor a Client Waiting List with Meg Bartelt

2020-09-1530:58

Building a Brand & Reaching your Niche Audience with Matt Halloran

2020-09-0137:28

The Importance Of Advisory Boards with Steve Wershing

The Importance Of Advisory Boards with Steve Wershing

2020-08-1841:28

Leveraging Client Input to Uncover Revenue Opportunities in Your Practice, with Julie Littlechild

Leveraging Client Input to Uncover Revenue Opportunities in Your Practice, with Julie Littlechild

2020-07-2130:47

Building a Practice vs Building Yourself a Job, with Dave Grant

Building a Practice vs Building Yourself a Job, with Dave Grant

2020-07-0736:04

The Advisor Playbook – Generating Sustainable Growth and Efficiency, with Duncan MacPherson

The Advisor Playbook – Generating Sustainable Growth and Efficiency, with Duncan MacPherson

2020-06-2348:28

00:00

00:00

x

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?

Chip Munn