184: *Free Download* Client Intel Process

The Efficient Advisor: Tactical Business Advice for Financial Planners

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰
As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known.
In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions.
And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences.
So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business!
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LINKS FROM THIS EPISODE
Grab the Client Intel Process PDF Here
Learn More About One-on-One Coaching Here
Learn More About the Retirement Tax Services Summit Here
Grab Your Focus Gummies Here
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Enroll in The Perfect RIA masterclass Here

Scale 2 The Top with Dr. Lyman Montgomery
Welcome to Scale 2 the Top," the essential podcast for business leaders and HR...

Listen on: Apple Podcasts Spotify

Join the Group Coaching & Mastermind HERE!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
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Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Fejezetek

1. Building a Client Intel Process (00:00:00)

2. [Ad] Scale 2 The Top with Dr. Lyman Montgomery (00:10:23)

3. (Cont.) Building a Client Intel Process (00:10:57)

4. Client Relationship Building Through Intentional Conversation (00:11:20)

5. Client Relationship Building Through Personalization (00:22:48)

6. Personalized Client Outreach and Gifts (00:30:43)

7. How to Access and Use PDF (00:37:00)