Imagine clients are panic-resistant and always follow your advice.<\/p>\n\n\n\n
Nice huh? I just spoke with THAT advisor (simple lesson).<\/p>\n\n\n\n
\u2192 BEFORE that I talked with another
\u2192 Advisor who was our prospect.
\u2192 What a contrast.<\/p>\n\n\n\n
\u2192 He talked about working hard to get
\u2192 Clients consistently follow his advice especially
\u2192 When the media puts out some bogus story on missing out.<\/p>\n\n\n\n
But THAT advisor (on Blueleaf) who I spoke to. Different story:
\u2192 No rush of worried calls or NEW ideas.
\u2192 Just solid client connection.
\u2192 And calm execution.<\/p>\n\n\n\n
Her clients execute their plans. Why?<\/p>\n\n\n\n
She keeps things simple:
\u21b3 Planning meetings, monthly newsletter,
\u21b3 Annual reviews, Quarterly reports,
\u21b3 Birthday cards etc.<\/p>\n\n\n\n
In that way, she is like “most advisors”.<\/p>\n\n\n\n
But she also messages clients 1-2 times per week.
Much “more” than most advisors.
But her job is “easier.”<\/p>\n\n\n\n
She sends simple messages:
\u21b3 “I just reviewed your plan, keep going.”
\u21b3 “Here’s how your money has changed
\u21b3 it’s very different than the market.”<\/p>\n\n\n\n
Email works for her, but any channel could work.<\/p>\n\n\n\n
Her clients get:
1. Where they stand
2. How they are doing
3. And their money \u2260 the market<\/p>\n\n\n\n
The simple lesson is:
\u2192 With just a bit “more”
\u2192 Frequent personalized
\u2192 Messaging she shifted their focus<\/p>\n\n\n\n
\u2192 Away from media-driven fears
\u2192 And goofy distractions that
\u2192 Happen every day.<\/p>\n\n\n\n
She’s made her clients ride smoother. You can too.<\/p>\n\n\n\n
\u2192 Follow her playbook
\u2192 And your clients will
\u2192 Say “Thank you”<\/p>\n\n\n\n
What “extra” are you doing to see clients follow your advice?<\/p>\n","protected":false},"excerpt":{"rendered":"
Imagine clients are panic-resistant and always follow your advice. Nice huh? I just spoke with THAT advisor (simple lesson). \u2192 BEFORE that I talked with another\u2192 Advisor who was our prospect.\u2192 What a contrast. \u2192 He talked about working hard to get\u2192 Clients consistently follow his advice especially\u2192 When the media puts out some bogus…<\/p>\n","protected":false},"author":2,"featured_media":7313,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[140],"tags":[51],"class_list":["post-7312","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-media","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7312","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7312"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7312\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7313"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7312"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7312"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7312"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}