The Advisor Solutions Podcast EP 127- Creating Your Client Connection System

Do you feel connected to your clients? Or, maybe a better question is, do your clients feel connected to you? If you don’t have a systematic way of connecting with them, the answer is probably “no”. And if that's the case, know that you are not alone.

Many financial advisors, insurance agents, wholesalers, branch managers, and even agency managers lack a consistent way of connecting with clients. They have never seen creating a client connection system as a necessary task, let alone something to implement. As a result, some clients may not feel appreciated, which can lead to a decline in loyalty and trust.

This episode shares practical strategies successful advisors and agents have used to connect with clients. These are not just theoretical concepts but actionable steps to incorporate into your practice, empowering you to strengthen your client relationships.