This is a very wholesome example of what our paid subscribers will see as Q&A special episodes! Today we answer:
how do you store and manage the scripts and templates that you’ve mentioned?
how do you manage, track and thank referral sources?
how do you maximise client retention?
do you send your clients gifts?
do you use software for providing advisory for clients?
what is your process for identifying and monitoring scope creep across the practice?
how do you motivate the team to identify the need for fee increases?
how do you have scope creep conversations with clients?
Your to do list:
Share your win of the week ✅
See which improvements or changes you can make to your internal processes based on the content from today’s episode ✅
You can see the prospective client meeting template I mentioned, here ✅
You can copy and download our baby advisory/financial MOT meeting template here ✅
If you’ve heard enough and you’re ready to become a member of the community and access these benefits:
weekly podcast episodes straight into your inbox every week
access to the community, meet new practice owners and chat to me!
access to exclusive events
your opportunity to get your questions answered, every 4th episode are your topic requests and specific questions answered
am to learn these lessons, you can use a group subscription and get 20% off
If that wasn’t enough, over the next 2 weeks I’ve got these juicy incentives:
The first 20 paid subscribers will have the opportunity to win a DAY of my time, in person.All paid subscribers who are in when I close the doors at the end of next week will get to join me on an hour long, live, goal setting workshop
You’ll get first access to join me at the podcast launch party for a live podcast, special guests, cocktails, canapes and lovely conversation
All paid subscribers will get to partner the free feedback workflow with our feedback toolkit which gives you the feedback survey we send to our clients for you to take inspo from, copy and paste and get better feedback into your business
If you’re ready, you can upgrade to a paid subscription here:
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