First 90 Days

The first 90 days of you working with a client provide you with the opportunity to do a number of things that will have huge benefits to your business over time.

 

It's during this time that clients are in their most receptive phase. They've engaged with advice, feel positive about the decision they've made, and in many ways are malleable to being taught the best way to work with you.

 

In this training, I will unpack:

• how to ensure during this initial period you can teach clients how to engage with you best,
• inform them of what they need to know when they need to know it,
• and importantly excite them about the journey ahead.

 

If you'd like to be able to roll out the red carpet to your new clients every single time and set yourself up for an outstanding relationship with advice, this training will lay out exactly how to do it.

 

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To know more about what I do, visit our website: https://audere.com.au

 

Follow me on:

LinkedIn: https://www.linkedin.com/in/financial-planning-business-coach/

Twitter: https://twitter.com/stew_bell

Instagram: https://www.instagram.com/stew_bell/

 

Listen to The Finnovator Podcast on

iTunes: https://podcasts.apple.com/us/podcast/the-finnovator/id1506529719

Spotify: https://open.spotify.com/show/5cbeOMTo7bLFbHJlmFOPad?si=cb95b6b6bb734bc0

 

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