Episode 2

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Published on:

8th Feb 2023

Season 2 Episode 2: Why a Client Service Calendar Is Important

As a financial advisor, how sure are you that you’re providing a consistent, reliable, and thorough client experience throughout the year? 

Today’s episode discusses why a client service calendar is vital to a financial advisor. We will talk about predetermined calendar dates that have pre-assigned tasks for you to do with your clients. Additionally, we share methods to communicate with clients holistically and humanly. 

Clients want to hear from you at least once a month. To solve that, create a client service calendar! Tune in now! 

Highlights:

>> Setting service calendars for different clients

>> The benefits of using a service calendar professionally and personally

>> Holistic and human approach for clients’ service calendar

>> Methods to communicate with clients

In case you missed it, listen to this episode with Emlen Miles-Mattingly and Dasarte Yarnway - 7 Things to go Independent with Confidence

Connect with Emlen:

>> LinkedIn: www.linkedin.com/in/emlen-miles-mattingly 

>> Instagram: @emilesmattingly

>> Twitter:@emilesmattingly 

>> Facebook: @gennextwealth 

>> Website: www.gennextwealth.com/meet-the-team/ 


Connect with Dasarte:

>> LinkedIn: www.linkedin.com/in/dasarte-yarnway-b3b39443 

>> Instagram: @dasarteyarnway   

>> Twitter: @DasarteYarnway 

>> Website: www.//altruist.com/   


Connect with Onyx Advisor Network:

>> LinkedIn: https://www.linkedin.com/company/onyx-advisor-network/ 

>> Twitter: https://twitter.com/OnyxAdvisors 

>> Website: www.onyxadvisornetwork.com 

 

Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry. 

Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all minorities!

 

Join our comprehensive entrepreneurial support platform for underrepresented financial advisors at Onyx Advisor Network www.onyxadvisornetwork.com

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About the Podcast

Allies of the Industry
If you want to promote diversity, equity, inclusivity and belonging in the financial service industry,you’re in the right place!
Allies of the Industry Podcast is a place where we hear voices of underrepresented financial advisors on how they were able to start, scale, & sustain their practice. We have curated interviews from the best in the industry to share their thoughts, experiences and advice on working to promote diversity, equity, inclusivity and belonging in the financial services industry.

Through this podcast, let’s push towards an inclusive future with more opportunities and open doors for all minorities!