The Advisor Solutions Podcast EP 57- How to Train Your Clients

2025-04-08

Are you managing your clients, or are your clients managing you? That’s a question that you may never have asked yourself before. At the end of the day, are you drained, run-down, and burned out because you have been doing everything you can for clients that call up and ask for your attention on something immediately? Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for training their client base. The reaso...

Are you managing your clients, or are your clients managing you? That’s a question that you may never have asked yourself before.

At the end of the day, are you drained, run-down, and burned out because you have been doing everything you can for clients that call up and ask for your attention on something immediately?

Most financial advisors, insurance agents, wholesalers, branch managers, and even agency managers don’t have a well-thought-out process for training their client base. The reason is that they’ve never really learned a step-wise approach to knowing how to train their clients on how they want to be treated and why.

The interesting thing about that is that people will treat you, however, you let them treat you. However, when you have strong boundaries, clients learn to respect those boundaries, or they leave.

In this episode, learn how to create a client training system so that you can run your business effectively instead of business running you down and draining you.

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