As I speak with advisers, while the market has been bouncing around the last week or so, a common question is, should I be speaking with my clients more often?
I think the best answer is let your clients decide. I’m going to help you do that in this video, but before I get in to those details, I want to talk with you about why I think this conversation is so important.
You see there is no better place for you to spend your time as an advisor in good markets or bad than with your clients, and with your future clients, your prospects.
You see there is no better place for you to spend your time as an advisor in good markets or bad than with your clients, and with your future clients, your prospects.
That’s when you are at your best, that’s when you are growing your business the most, that’s when you’re offering the most value to all of your clients, when you are in front of them.
Sometimes especially in this fee based world, where it’s not necessary to talk with clients about making shifts and asset allocations or portfolios, you get away from regular conversations.
When the news gets a little crazy and you’re wondering who needs to hear from you because it’s been a while, or they may get a little bit nervous, you’re not sure.
You don’t know who to call, or who not to call. You know that if you call today when the markets way down and you give them some comfort and some assurance, tomorrow it could be way back up and you feel like you’ve wasted your time.
Well, I think you should let your clients decide. There are lot of great online scheduling tools. Most of them are very inexpensive, some are even free that allow you to put time on your calendar for clients to be able to call you, and they can pick the time.
You could simply send a quick email to your clients, or a quick note in the mail saying, “I know things have been a little crazy, we’ve got things under control, you don’t need to worry. But, if you feel like you need to speak with us, if you want a little extra attention, grab some time on my calendar”. And give them that link, give them that link to your calendar.
You can set up a 15 minute time slots, that makes a lot of time available to as many clients as need that time. If you see that time being slacked up, add some more time.
It keeps you in control, because you’re not making calls and leaving messages, and waiting for call backs, and all that voice mail trail.
It keeps you in control, because you’re not making calls and leaving messages, and waiting for call backs, and all that voice mail trail.
Set it up, it’s simple, it’s easy, it’s a not a huge compliance problem. You just need to get one of those tools online, I use them myself in my business.
Create the link, put the time on it, match it up against your regular calendar, and then get that link out to your clients, and then they will be in a position to decide if they need to speak with you, and pick a time to do it.
It’s a great tip, it’s one of the many time hacks that I use with the advisor clients all the time. That’s why I would encourage you, if you haven’t already, enter your name and your email below, and download a copy of The Simplicity Pledge.
The pledge is all about helping you get more done in less time while being more productive, and growing your business.
I want to be your partner in success, I’ll see you on the other side.