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Crafting Your Client Service Model

Overview

Scaling up doesn’t mean watering down. Standardize and systematize your specialized 5-star service process to deliver value and delight clients. Learn how to use client meeting surges and model meetings to deliver deep value and get confident taking clients through fee, service and relationship transitions. 

Trailhead Lessons

5starservicesystem-min
5-Star Service Model

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.

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Finding Your Fee Model

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.

Advanced Climb Lessons

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Breakout: Value of a Shared Story

A shared, common language is the basis of successful client relationships. Whether navigating objections or managing expectations, mastering client communications is about listening to identify the real issues, responding with authenticity and reframing to create shared understanding.

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Breakout: Stellar Services and Value Adds

Trusted advisers position themselves as invaluable, whether times are plentiful or lean. See additional services and value-adds in Limitless offices with Adviser Coaches Ben Brandt & Andrew Van Buren, and the type of client communication that creates both meaningful client relationships and new prospect opportunities.

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Breakout: Fine-Tuning Fees & Transitions

Dive into what makes setting fees and transitioning clients who are not a good fit one of the most powerful techniques behind the success of Limitless practices with Adviser Coaches Adam Cmejla & Cathy Curtis.

Program Outline
Clarity & Accountability
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DELIVERING DEEPER VALUE
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Goals-Based Client Review

2022, Evergreen
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One-Page Financial Plan

2022, Evergreen
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Telling Your Story

2022
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Nailing Your Niche

2022
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Amazing First Meeting

2022, Evergreen
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Client Meeting Surges

2022, Evergreen
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5-Star Service Model

2022, Evergreen
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Client Value Adds

2022
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HNW Prospecting

2022
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Marketing Your Niche

2022
PRODUCTIVITY
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Rock Star Right Hand

2022
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Hiring and Training

2022, Evergreen
Growth
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Cultivating COIs

2021
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Websites That Work

2021
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