80: 7 Tactics to Get Client Documents in Faster

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EPISODE DESCRIPTION

In this episode, Brandon and Tom do a deep dive on 7 different tactics you can use to get applications & documents in faster from clients, so you can client experience and boost efficiency.

Brandon and Tom discuss:
→ Developing a client roadmap, making it easy, and explaining the "why".
→ Setting deadlines and providing incentives.
→ Looping in referral partners and staying top of mind with social media.

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TANGO ONTARIO

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📧 Email Us → ontario@tangofinancial.ca

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