The Advisor Solutions Podcast EP 146- The Art of Creating Client Urgency
Description
Have you ever left multiple voicemails, sent follow-up emails, or even texted a client only to hear nothing back for days or weeks? You like the client, but you don’t like the situation. They don’t seem to understand the urgency!
That’s not just a communication gap; it’s what I call The Response Gap, which is the lag between your request and your client’s action.
Most financial advisors, insurance agents, wholesalers, branch managers, and agency managers are unaware that they’re dealing with it. Instead of addressing the cause, they send another reminder or hope the client eventually responds. But the key isn’t following up more; rather, it’s following up with a smarter, proven framework that motivates clients to take action now.
In this episode, you’ll learn how to close The Response Gap, build The Urgency Framework, and use The Curiosity Message to re-engage clients faster and keep your servicing process flowing smoothly.
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