159: You NEED This Onboarding Document to Help Set Client Expectations

The Efficient Advisor: Tactical Business Advice for Financial Planners

We’ve all been in a situation where what we expected was DEFINITELY not what we got (like pretty much every time I order something off Instagram)! It’s frustrating, confusing, and certainly disappointing.
However, when everyone is on the same page, everything flows so much easier. When client expectations are not aligned with your practice, it can quickly sour the relationship, or worse, break trust altogether.
Enter the “Expectations of Our Engagement” resource.
In this episode, Libby explains why this document is critical to every practice and outlines how it will help you:

1. Maintain successful client-advisor relationships
2. Prevent misunderstandings and disappointments
3. Guide and set the tone for client interactions
4. Outline clear expectations from you, your team, and clients

Clarity and transparency go a loooooong way in this business. So, tune in today to learn how setting some solid expectations can foster, enrich, and grow your client relationships and ensure everyone is on the same page!

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LINKS FROM THIS EPISODE:
Register for the Systems to Scale Group Coaching & Mastermind Program Here
Episodes mentioned:
Episode #157: Scaling Your Business with The Efficient Advisor’s Group Coaching Program
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
Get on the Systems to Scale Group Coaching 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.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!