/ by Don Connelly / Managing the Relationship / 0 comments
As a financial advisor, you’ve closed the deal and gained a new client. Congratulations — but the real work is just beginning. The first 90 days of a client onboarding are crucial for building trust with new clients. This is when they are paying close attention, assessing your every move, and forming opinions that can last for years. Failing to set investment expectations early on means that even excellent performance won’t prevent disappointment later.
I’ve seen advisors lose clients not because markets tanked, but because expectations weren’t aligned from day one. They wait too long to explain how portfolios behave, leading to misunderstandings that erode trust. A solid financial advisor communication plan in these early months prevents that. Let’s dive into a tactical 90-day client onboarding plan to set investment expectations right and foster loyalty.
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90-Day Client Onboarding Plan: How Financial Advisors Can Set Investment Expectations
/ by Don Connelly / Managing the Relationship / 0 comments
As a financial advisor, you’ve closed the deal and gained a new client. Congratulations — but the real work is just beginning. The first 90 days of a client onboarding are crucial for building trust with new clients. This is when they are paying close attention, assessing your every move, and forming opinions that can last for years. Failing to set investment expectations early on means that even excellent performance won’t prevent disappointment later.
I’ve seen advisors lose clients not because markets tanked, but because expectations weren’t aligned from day one. They wait too long to explain how portfolios behave, leading to misunderstandings that erode trust. A solid financial advisor communication plan in these early months prevents that. Let’s dive into a tactical 90-day client onboarding plan to set investment expectations right and foster loyalty.
Read more
5 Traits You Need to Have If You’re to Build Strong Relationships with Clients
/ by Don Connelly / Managing the Relationship / 0 comments
Your personal likeability and trustworthiness are more important than your professional knowledge when it comes to winning and building enduring client relationships. Professional credentials, while important, are only a backstop to the forging of strong personal connections. Focus on developing your soft skills.
Here are five traits you need if you want to create long-lasting relationships with clients and become more referable.
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