Most advisors understand the importance of connecting with clients’ children. However, they often overthink it and delay introductions for months. You actually want to do this as part of your onboarding process, and it’s easier than you might think.
- Drawing on the suggested wording in this video, write out the specific language you’ll use to get permission and then make these connections with new clients’ children or other loved ones.
- Practice what you’re going to say and make sure your tone is calm and confident – not pushy or demanding. As simple as this sounds, you want to make sure you don’t twist yourself up in the middle of your onboarding conversation.
- Use this simple approach and see the positive impact it has on enabling you to connect with the most important people in your new clients’ lives.
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