EPISODE · Apr 26, 2022 · 47 MIN
025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!)
from The Efficient Advisor: Tactical Business Advice for Financial Planners · host Libby Greiwe; Vicky Lilley
Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and grace. Recently I’ve had a ton of Advisors come to me and say, 👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?” 👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?” 👉 “How do I do this politely, and at the same time make my message really clear?”👉 And, “What do I do if I have a client who turns out to be way needier than I anticipated and I totally underpriced their plan and I’m worried about having them in my book long term?” So…. when I saw these messages coming through on Facebook in the Efficient advisor community I knew this was a topic that would require more than just a quick response. This week I hopped on a call with Advisor Vicky Lilley and we talked through these questions and I give EXACT strategies and EXACT language to use when you bump up against these issues!--------Links from Today’s EpisodeSuccessful 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.comLooking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more! Register for the Quin x Efficient Advisor Show & Tell HERE!Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!Learn more about T2MWorks HERE! Learn more about Asset-Map financial planning software HERE! Learn more about our sponsor Beemo Automation HERE! Check out the Efficient Advisor YouTube Channel 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.
Embed this episode
What this episode covers
Today I am letting you in on a conversation about how to handle clients, referrals and prospects that are just not a right fit for your practice with class and grace. Recently I’ve had a ton of Advisors come to me and say, 👉 “Libby, how do you actually tell a client that they are not a good fit for your practice?” 👉 “Libby, how do you tell a client or a center of influence that the referral they sent isn’t ideal?” 👉 “How do I do this politely, and at the same time mak...
Ready to play
025: How to Deal With Not “Right Fit” Existing Clients, Referrals, and Prospects (Kindly!)
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.