Six Ways to Build and Grow Client Loyalty - Episode 13

Описание: Every financial advisor wants highly loyal clients. It means you don’t have to hunt as much for new assets, and it helps ensure a steady revenue stream over time.

But unless you possess six key traits that foster rock-solid client loyalty—and demonstrate to your clients that you possess those traits—you risk stalling out instead of accelerating your success.

Check out the six Cs of client loyalty—and see how you stack up!

FINANCIAL ADVISORS—TAKE ACTION: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv

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We want not just ideal clients, but ideal clients who stick with us over time and give us more of their trust—and more of their assets to manage. A devoted, delighted client base is vital to creating and growing a truly exceptional financial advisory practice these days.

So how do you build a client base with rock-solid loyalty to you and your practice?

You need to adopt what I call the six Cs—the six factors that drive client loyalty:

• Character—integrity, trust and dependability
• Chemistry—your ability to be in sync with clients
• Caring—showing empathy
• Competence—communicating your position as a thought leader
• Consultative—working in close partnership with clients
• Cost-effective—providing demonstrable value

Taken together, these characteristics attract the right affluent clients, create authentic loyalty and act as the glue that holds the financial advisor-client relationship together over time.

Excelling in all six of these qualities requires you to build the right systems and processes, and have the right people in place, to deliver a consistently strong client experience.

Do that and you’ll demonstrate that you are exactly the right person to help your clients make smart choices about their wealth.

The message is clear: Adopt the key qualities that will build tremendous client loyalty so you can position your advisory practice to be one of those that gets—and retains—more than its fair share of affluent business in the years ahead.

So check out the latest episode, and leave a comment below. Do you possess all of these characteristics—or are there some areas that could use improving? Just as important: Are you demonstrating to your clients that you have these six Cs? Tell me about your efforts to build rock-solid client loyalty.

John Bowen

Don’t forget to share this business-building advice with your team and others so they can gain key insights, too:    • Six Ways to Build and Grow Client Loyalty ...  

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ABOUT JOHN BOWEN
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John Bowen is the founder and CEO of CEG Worldwide, the world’s leading coaching firm for financial advisors. For more than 19 years, Bowen and his team have had the privilege of coaching elite financial advisors to build simple, elegant wealth management businesses that serve their affluent clients extremely well while building lives of significance for themselves, their teams and their loved ones.

Before founding CEG Worldwide, Bowen worked directly with affluent clients as a financial advisor for 21 years, managing up to $2 billion in assets before selling his firm. Following the sale of his firm, he became CEO of Assante Capital Management. During this time frame, Assante more than tripled its assets under management to more than $25 billion.

Bowen is widely recognized as a leader in the financial services industry. Over three decades, he has delivered hundreds of keynote presentations and workshops to thousands of top advisors around the world. For more than 20 years, he wrote a highly acclaimed monthly column for the leading U.S. financial services trade journal, Financial Planning. And he is the author or co-author of more than a dozen books, including The Elite Wealth Manager: Delivering Exceptional Value, Achieving Exceptional Success; Your Optimal Financial World: How Driven Entrepreneurs Can Benefit from High-Performing Virtual Family Offices; The Wealthy Client Pipeline: Leveraging Thought Leadership to Build Profitable Partnerships with Attorneys and Accountants; and Breaking Through: Building a World-Class Wealth Management Business.

Take the next step: Accelerate your pathway to elite advisor status—Schedule your complimentary Strategy Session – Best Year Ever Consultation call to get on the fast track to even more success: https://bit.ly/3g226uv