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311: 3 Thanksgiving Ideas for a WOW Client Experience!
Manage episode 510314929 series 3460679
Looking to make your client experience stand out this holiday season? đ In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, youâll learn creative ways to connect with clients without overwhelming your schedule.
The goal isnât just a seasonal gestureâitâs creating meaningful, repeatable touchpoints that strengthen relationships and keep you top of mind. With a little planning, these thoughtful traditions can become effortless highlights in your client experience year after year.
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisorâs YouTube Channel!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses donât get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
311 episodes
311: 3 Thanksgiving Ideas for a WOW Client Experience!
The Efficient Advisor: Tactical Business Advice for Financial Planners
Manage episode 510314929 series 3460679
Looking to make your client experience stand out this holiday season? đ In this episode, I share simple yet impactful Thanksgiving ideas that show appreciation while staying efficient. From personalized cards to memorable gifts and even hosting a pie pick-up event, youâll learn creative ways to connect with clients without overwhelming your schedule.
The goal isnât just a seasonal gestureâitâs creating meaningful, repeatable touchpoints that strengthen relationships and keep you top of mind. With a little planning, these thoughtful traditions can become effortless highlights in your client experience year after year.
I hope you enjoy this new format and I look forward to delivering super fast tips & tricks with you! You can also watch this Efficient Friday as a video on The Efficient Advisorâs YouTube Channel!
Learn more about the Group Coaching & Mastermind HERE!
Check out The First 100 Days Course: The Advisor's Blueprint for a Remarkable Client Experience HERE!
Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses donât get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
311 episodes
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