HOT SEAT ASK: Help! I don’t have a client service routine. How do I get one that’s right for my growing practice?
Manage episode 282652814 series 2660975
A financial advisor who started his firm over a year ago is struggling with the servicing aspect of his business. He’s found a niche and a business model that works, but he’s uncertain how often clients need servicing once they’ve been onboarded. He’s fighting with a lack of servicing structure and a system that keeps existing clients happy and new ones coming in. What solutions can Chip offer to develop an effective client service routine?