Registration is Open for Limitless 2025! Use Promo Code ALUMNI25
There’s Still Time to Register for the Productivity Power-Up Workshop on Monday, June 3!
Stephanie, advisor coaches and alumni team up for our March Value Retreat, which will provide you the foundation and tools to deliver deeper value to clients and prospects through elevating your meetings, driving more meaningful engagement, and delivering your message with clarity and confidence.
Stephanie opens Retreat with a clarifying message about value, what it really is, and the mindset and methods that lead advisors struggling to clarify, price, communicate, consistently deliver and articulate their value through the client lifecycle.
In the past, advisors relied on the idea that client satisfaction was the gold standard. The reality is that satisfaction is no longer enough. This simple statement sets the stage for a presentation that will challenge advisors to aim higher when it comes to their client experience. She’ll make the case that ‘engagement’ is the new standard and draw on her most recent investor research to share a tactical plan to get there. Julie will go deep on what it means to drive personalized engagement and how client mindset has changed what that means.
In this session Julie will go deeper into the concept of engagement and focus on action. Specifically, you’ll learn how advisors can actively engage specific segments, including prospects, new clients, couples and families. She’ll examine: what engagement looks like at each stage of the journey, how to reveal the true needs of prospects and clients at each stage and tactics to respond in real time. You’ll walk away with a defined plan to take action.
Follow along with Julie Littlechild’s Client Engagement Worksheet.
Define the journey to reach the destination. Designing an engaging client journey–from interest to awareness to education to decision–helps you get the “yes” without the stress. Engage prospects more fully and clearly to demonstrate your value with a process that will help you retain the clients you want for your ideal practice.
Process makes perfect. Onboard new clients seamlessly and efficiently in order to create a smooth welcome experience for your new clients and a stress-free system internally.
Scaling your services doesn’t mean watering down your value. Define client profiles, segments, and service levels to systematize your specialized process, delivering a client experience that “surprises and delights.” You can deliver predictable, proactive, personalized service in an efficient and enjoyable way.
The most basic way to connect with a person is to listen. Create deeper, more meaningful client relationships by focusing on the client’s state, needs and goals. In this framework, you can more simply and powerfully deliver advice that is appreciated, valued and followed. Re-frame your client meetings to maximize engagement with newfound efficiency while deepening client trust, value and experience.
Be clear, concise, compelling and confident. Communicating key messages about who you are, who you serve, what value you deliver and what you charge allows you to tell your story in a way that ensures you never have to sell your story. Reframing and rehearsing these important conversations empowers you to communicate with clarity and confidence.
Take your 1-Page Marketing Plan and move forward with confidence and a clear strategy. Nail your marketing implementation with a quarterly plan that will create priorities and identify the leverage and resources you need.
Stop, collaborate and listen. Create a simple, systematic approach for engaging with clients around client referrals to drive SOW and referral growth.
Your value is advice, not information. Avoid the confusion and crutch of relying upon thick plans by focusing instead on what matters most to clients. Refocus your agendas and elevate your client conversations with a simple yet powerful One-Page Plan.
Value yourself and charge what you’re worth. Honoring your worth and growing into a truly limitless practice involves the process of bringing your reality closer to your vision. This positive transition involves clearly identifying your fees, assessing whether you are currently serving your ideal clients, and then communicating changes to your clients.
Niche, niche, nailed it. Start with a clearly defined niche and progress to a tailored marketing strategy that resonates with your unique target client. Refine and remain agile through the process to continue to navigate to new needs along the way.
Turn the client meeting model on its head and take back control of your life and practice. Meeting surges are a productivity hack that can help you deliver greater value to clients while freeing up vast blocks of time throughout the year. Schedule three to six client meetings per day during set months of the year to regain your freedom.
Create a clear plan forward during a session dedicated to creating your retreat action plan.
Take your 1-Page Marketing Plan and move forward with confidence and a clear strategy. Nail your marketing implementation with a quarterly plan that will create priorities and identify the leverage and resources you need.
[else_memb_has_any_tag] 
[/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag] [else_memb_has_any_tag] [/memb_has_any_tag]