What You'll Learn In Today's Episode:

  • Mistakes are inevitable in client management.
  • Setting expectations with clients is crucial from day one.
  • Ownership of mistakes is key to maintaining client trust.
  • A structured process for addressing mistakes can mitigate their impact.
  • Documentation is essential for accountability and clarity.
  • Creating a culture of accountability helps prevent future mistakes.
  • Regularly reviewing processes can help catch mistakes early.
  • Building relationship capital can buffer against the impact of mistakes.

What If You Can Transform Your Practice In 12 Months?

Make the first step and apply for your FREE Business Growth Session!

Apply Now!

In this episode, Matt and Micah discuss the inevitability of mistakes in client management and the importance of addressing them effectively. They emphasize the need for setting expectations with clients, taking ownership of errors, and having a structured process for handling mistakes. The conversation covers both major and minor issues, highlighting the significance of communication, accountability, and continuous improvement in client relationships.

Resources In Today's Episode:

– Micah Shilanski: Website LinkedIn
– Matt Jarvis: Website | LinkedIn

Recommended Podcast

The Importance of Professional Guidance in Selling Practices With Ted Jenkin

You gotta be willing to take the pain

See More

The Truth About Tax Loss Harvesting [Episode 365]

Providing value is always work

See More

Navigating the Annuity Landscape With Tracy Lownsberry

Suitability does not mean ethical

See More

Contact Us