Total Client Engagement II: Elevate the Client Experience
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Two Month Program and approximately 2-3 hours per week for program study and implementation.
Total Client Engagement II includes an onboarding call, two linked and sequential coaching calls, and two implementation "check-in" calls with a Pareto Business Consultant.
The program is supported and made actionable by the Pareto Academy, which is an online virtual coaching application that contains additional step-by-step resources for implementing the strategies in each module. Resources include videos, articles, scripts, templates and worksheets.
Create a client classification framework based on assets, attitude and advocacy that will effectively sort and organize your new and existing clients in a meaningful way.
Learn how to:
Utilizing the client classification framework, gain clarity on where the value really exists in your business and focus on what matters; your best clients.
Learn how to:
Create a structure to maximize chemistry and rapport with your best clients by tapping into what is important to them. It is a pre-requisite to providing the highly personalized service they deserve and expect to receive from you.
Learn how to:
Elevate the client experience and ensure you and your team deliver ongoing client service with the highest degree of consistency and predictability by implementing a Service Matrix. Consistency is a fundamental element of trust and overall client satisfaction.
Learn how to: