191: Do’s and Don'ts of Helping Your Clients Break Up with a Previous Advisor

One of the hardest roles advisors face is helping a potential client “break up” with their previous advisor. It can get awkward, dicey, and downright weird. 🥴 But you can turn this tricky situation into a peaceful process for your clients and make a GREAT first impression if you do it well! In today’s episode, Libby shares some tips for this break up process that worked well in her advisory practice, including:Choosing your words carefully—language mattersWhat to do before you even move money—help reduce retention riskProviding them helpful language—eliminate hard feelings when they break up with their advisorAnd much more!Tune in now to learn some tricks on keeping it classy when engaging with potential clients. Your business…and clients…will thank you!  🙏 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.