184: *Free Download* Client Intel Process

It feels good to be known----like when your hubby surprises you with your favorite flowers, when your mom sends her homemade cookies that always hit the spot, or when your friend shows up with a hot cup of joe from your go-to coffee shop. It makes you feel known…and special! 🥰As advisors, it’s important to take note of even the littlest details your clients share so you can create personalized experiences that make them feel known. In this episode, Libby shares about her Client Intel Process and how using this template to capture information allowed her and her team to create a customized, professional touch for all her client interactions. And, Libby shares a FREE DOWNLOAD that you can start using ASAP in your business to collect, store, and utilize client information to create truly tailored experiences. So, let’s dive into the Client Intel Process and, most importantly, how to integrate it into your business! ----------------------LINKS FROM THIS EPISODEGrab the Client Intel Process PDF HereLearn More About One-on-One Coaching HereLearn More About the Retirement Tax Services Summit HereGrab Your Focus Gummies HereClick “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”Enroll 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.