Today I am going to straight up give you my standard operating procedure for when a client passes away.
Why? Well #1 because the Efficient Advisor Community voted that they wanted more examples of systems and processes that we used in my practice when I was scaling the business.
And, #2 because I want to show you how SIMPLE it is to create and SOP and how you can create one for literally EVERYTHING.
I know the death of a client seems like kind of a morbid example, but let’s be real. This happens to every advisor. Your clients pass away. AND, because you’re listening to this I know you’re the type of an advisor that really cares about taking care of their clients and showing up for them during really tough times.
In today’s episode you will:
I love when you carve out the time to actual craft something with INTENTION. You do it once, and can reuse it and give tasks away like a boss.
Often, as busy advisors and business owners we just fly by the seat of our pants for things like this and think, oh! I should send a card… and oh I should try to just call and say hi in a couple months, let me put in a reminder, and oh, wouldn’t it be nice if I sent another card around the anniversary…? Or maybe at Christmas.
Or maybe you’ve look back at an experience like losing a client and thought, man, I wish I would have done that better.
Well… when those things occur, that means it’s SOP TIME!
Links from Today’s Episode
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Grab Libby's SOP in the Efficient Advisor Community under "Files!"
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