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078: How to Re-Onboard Existing Clients And Update the Way You Do Business
Manage episode 358983270 series 3460679
Nội dung được cung cấp bởi Libby Greiwe. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Libby Greiwe hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.
You’re always reinventing your practice. Incorporating new ideas, narrowing your focus, updating your ‘Client Experience’ process… essentially getting better and better.
But, how do you communicate that to clients? You know the ones… the clients you’ve had for years and years that need to be reintroduced to how you do business now and the practice that you’ve evolved into.
In today’s episode we’re going to dive into the “Re-Onboarding Experience” and how to execute this in a way that feels natural and not awkward to you and your clients.
We’ll talk about:
- When it makes sense to do a “re-onboarding”
- How to introduce it in a way that makes sense
- What’s included in an onboarding
- Language that just works
- How to drive behavior change on your clients end
- And, so much more!
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LINKS FROM THE SHOW:
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Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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!
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching Waitlist Here
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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!
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