get treated like an expert instead of an assistant
One of the common complaints planners have about clients is they are often treated like an assistant rather than the expert they are. In this session, I share specific actions you can take to earn more trust with your clients while offering them a better experience overall.
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THE MISSTEPS THAT YOU ARE MAKING THAT ACTUALLY ENCOURAGES CLIENTS TO TREAT YOU LIKE AN ASSISTANT RATHER THAN AN EXPERT
THE IMPORTANCE OF HAVING A COMMUNICABLE PROCESS WHEN ESTABLISHING EXPERTISE
USING THE BUDGET TO EARN TRUST
HOW TO MANAGE THE PLANNING PROCESS INSTEAD OF ALLOWING IT TO MANAGE YOU
SETTING BOUNDARIES IN A WAY THAT ULTIMATELY GIVES CLIENTS A BETTER EXPERIENCE
THE SIGNIFICANCE OF DEVELOPING A SIGNATURE STYLE, APPROACH, PROCESS, ETC.
SUPPORT TOOLS INCLUDE A WORKSHEET TO HELP YOU CREATE QUANTIFIABLE GOALS WHEN COMMUNICATING WITH YOUR CLIENTS
RUN TIME // 13:30 MINUTES
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