160: How To Do a Client Communications Audit to Make Clients Feel Valued

Every interaction with a client is an opportunity to strengthen your bond and relationship with them. But in order to engage in effective communication, advisors must first learn the art of connecting through and using a variety of different “communication love languages.” In this episode, Libby shares with you the nuances of how to execute an effective communications audit within your financial planning business. This exercise breaks down all the different ways you are communicating to make sure you are effectively speaking in a variety of mediums. Speaking different communication languages to hit clients in slightly different ways and formats is critical to ensure your clients do not miss any valuable information. Some communication styles Libby addresses include:EmailVideoTextFace-to-facePhoneSnail mailSocial mediaLearn how to make every touch point matter by tuning into today’s episode. After all, clients are the lifeblood to your business, so take the time to build a process to communicate effectively.  —------------------------------------LINKS FROM THIS EPISODE:Register for the Systems to Scale Group Coaching & Mastermind Program HereEpisodes Mentioned: Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching ProgramBooks Mentioned:Never Lose a Customer Again by Joey ColemanDownload the Family Tree Template HereEnroll in The Perfect RIA Masterclass HereRegister 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.