193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion

The Efficient Advisor: Tactical Business Advice for Financial Planners

Have you ever found yourself stretched thin, trying to bridge the gap between professional commitment and personal life? You hear all the time that you should be taking your best clients out to dinner... but when? You've got a calendar full of soccer practices and baseball games. Are you missing out on the secret sauce of the client experience?
This episode is a breath of fresh air for advisors feeling overwhelmed by the expectation of social engagement, reinforcing that stellar service during business hours lays the groundwork for client satisfaction and the growth of your practice.
You can build a high referable practice without killing yourself or going over the top. Join me for this frank discussion on what I call "The Dentist Rule."
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!
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!

Разделы

1. 193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion (00:00:00)

2. [Ad] Scale 2 The Top with Dr. Lyman Montgomery (00:14:16)

3. (Cont.) 193: Do I Need To Wine and Dine My Best Clients? My Unpopular Opinion (00:14:50)