65 min listen
144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
144: Create a “Guided Responses” Cheat Sheet to Improve Client Service and Empower Your Team
FromThe Efficient Advisor: Tactical Business Advice for Financial Planners
ratings:
Length:
31 minutes
Released:
Oct 17, 2023
Format:
Podcast episode
Description
Every advisor has overheard a team member on the phone and thought “Oh man, that is NOT how I would have said that!” And, even with coaching and discussion, it’s hard for your team to remember those exact words or phrases the next time something pops up. Enter The Guided Response Document. Consider this the ultimate customer service cheat sheet. In this episode, Libby explains how a Guided Response Document can help you craft clear, effective responses to put clients at ease and answer their questions. This not only enhances your customer experience, but also creates consistency and saves you and your staff oodles of time and stress. We'll be giving you an example of what your very own Excel sheet might look like, such as keyword topics, potential responses, and notes.Libby details additional benefits of a Guided Response Document, including:Giving your team the language you want them to useEmpowering your team with the right responses when receiving pushbackCreating a consistent brand voiceServing as a training tool for new hiresStreamlining back office processesAfter walking through this master document with Libby, you will undoubtedly be able to handle any client interaction with eloquence and precision! ----------------------------------------------------Connect with Libby on LinkedIn Here!Curious about what all is involved in the Efficient Advisor’s group coaching program? Get on the Systems to Scale Group Coaching & Mastermind Waitlist Here!Successful 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!
Released:
Oct 17, 2023
Format:
Podcast episode
Titles in the series (100)
024: A Picture is Worth 1000 Words – Up Level Your Value using Visuals with Guest Dr. Ross Riskin by The Efficient Advisor: Tactical Business Advice for Financial Planners