191: Do’s And Don'ts Of Helping Your Clients Break Up With A Previous Advisor The Efficient Advisor: Tactical Business Advice For Financial Planners podcast

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

7M ago 23:55

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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 matters
What to do before you even move money—help reduce retention risk
Providing them helpful language—eliminate hard feelings when they break up with their advisor
And 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! 🙏

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Capitoli

1. Breaking Up With Previous Advisors (00:00:00)

2. Client Relationship Building Strategies (00:03:53)

3. Navigating Client Relationships With Previous Advisors (00:14:20)

4. Invitation to Affordable September Conference (00:23:13)

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