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- You got no business...
You got no business...
It doesn’t matter how good your investment strategy is, if you can’t attract or maintain clients, you got no business.
Joe Moss
June 06, 2024
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what a TAMP should be
Happy Thursday!
I really liked this post by Kate Guillen:
“
1️⃣ An advisors #1 priority is… CLIENT SERVICE. It doesn’t matter how good your investment strategy is, if you can’t attract or maintain clients, you got no business.
🤝 Amazing client service is consistent, personalized and proactive.
👩💻 The key to doing it efficiently is systems
☑ Because systems provide structure which sets expectations
🙋♀️ Clear expectations create confident team members
🙂 Confident team members create confident clients
❤️ Confident clients LOVE and TRUST their advisors
🌏 Loving trusting clients are A++++++ clients
“
You might need to read through that a few times. I’ll wait.
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Lastly, snippets, templates, and all other means of not re-inventing the wheel
I saw this post from Superhuman and thought I might copy these templates in my CRM, maybe you could benefit from them too:
That’s all for today, folks.
Warmly,
Joe
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