Creating the Ultimate Client Connection

The Purpose Focused Advisor

09-11-2023 • 18 mins

Financial advisors and business owners often struggle to maintain high-quality service and communication with clients, especially as methods of communication evolve and client expectations change. Maintaining strong client relationships is more complex but also more crucial than ever.

Join hosts Rob Brown and Phil Calandra as they explore the art of delivering an extraordinary client experience in this episode. They highlight the importance of customizing your communication strategy to establish genuine connections with clients. Additionally, they provide a practical framework to help you take actionable steps towards enhancing your client experience.

Join us for a deep dive into the importance of consistent and client-focused communication strategies. Listen to learn how to foster enduring client relationships, become their go-to resource, and perfect the art of delivering an exceptional client experience.

In this week's episode, Rob and Phil shed light on the following topics:

  • Enhancing Client Loyalty with a Clear Value Proposition
  • The Critical Role of Consistent Client Communication
  • Building Trust as a Go-To Expert
  • Taking Proactive Steps to Grow Beyond the Status Quo
  • Implementing a Systematic Approach to Client Interaction

Show Highlights:

  • The influence of communication and clear value proposition on client retention [02:16]
  • The value of consistent communication [05:46]
  • How to become the client's first call when problems or questions arise [11:15]
  • Action Item: Focus on cadence and methodology not just on content [14:10]


Resources


Quotes

"Your client care routine will become your best marketing tool." -Rob Brown

"Create a communication calendar and establish a consistent routine to regularly engage with your clients." -Rob Brown

"Studies show that the number one reason that clients leave an advisory practice is not the performance of the portfolio but the lack of communication." -Phil Calandra

"A value proposition is simply the concise message of who you are, what you do, how you do it, and why the price that you charge for it far exceeds the benefit or the value that client is going to receive." -Phil Calandra

Connect with Phil Calandra:


Connect with Rob Brown: