How often we will communicate and review ?

Summary

The script outlines a comprehensive client onboarding process for financial solutions. It involves an in-depth discussion to understand the client's goals and tailor financial solutions accordingly. Connectivity is maintained through regular updates and immediate responses to any client's life changes or financial needs. The script emphasizes the importance of staying informed and flexible, with periodic discussions to ensure the financial plan remains relevant. It assures clients of a free and open communication channel for ongoing discussions and adjustments to their financial strategies.

Takeaways

• 😀 The script discusses a comprehensive communication and connection process with clients, starting with an in-depth discussion of their goals and financial solutions.
• 🔍 The initial client onboarding involves a detailed discussion to understand their goals and to figure out possible financial solutions.
• 📈 There is an emphasis on connectivity in two ways: one is having something in mind that the client wants to discuss and the other is keeping the client updated with any changes in their financial life.
• 🗓 Clients are informed that they will be contacted within 24 to 48 hours if they text with any updates, and the company aims to stay in touch and connect for discussion.
• 📝 Changes in the client's investment portfolio or recommendations will be communicated via messages, emails, or calls, ensuring the client is always informed.
• 📉 The company conducts regular discussions with clients, typically once every six months, but also notes the importance of addressing any life changes that may impact their finances.
• 🚫 There is a clear statement that there are no restrictions or limitations on discussions, and the company encourages open communication about any financial impacts.
• 💡 The script mentions the importance of being responsive to any financial or personal life impacts that may occur within 10 days, showing a commitment to timely support.
• 🎯 The company promises to be free and more than happy to have discussions to streamline and finalize a model based on the client's evolving financial needs.
• 🏆 The script highlights the company's focus on client satisfaction and reward, indicating that discussions about rewards will be free and available to clients and their end.
• 📞 The company assures that they will be able to connect and discuss any changes or updates, emphasizing the importance of maintaining an open line of communication.

Q & A

What is the initial process when a client first comes to you for financial advice?

The initial process involves a detailed and extensive discussion to understand the client's profile, goals, and to figure out the possible financial solutions that the client can benefit from.

How do you ensure that the financial solutions provided are tailored to the client's needs?

By profiling the client in detail, understanding their goals, and trying to figure out the financial solutions that can be connected to their needs and life changes.

What is the purpose of maintaining constant connectivity with the client?

Constant connectivity allows us to stay updated with the client's financial life and any changes that may affect their financial goals, ensuring we can provide timely advice and adjustments to their financial plan.

How do you stay informed about the client's life changes that might impact their financial situation?

We rely on the client to inform us of any significant life changes, and we also periodically reach out to them to discuss any updates or changes in their financial life.

What is the frequency of the discussions with clients regarding their financial portfolio?

Discussions generally happen once every six months, but if there are any changes in the client's life or if they require it, we can have discussions more frequently.

How do you communicate with clients about changes in their financial portfolio or recommendations?

We communicate through messages, emails, or calls, informing the client about the changes and recommending actions they should take.

What is the approach if a client's financial goals change or new financial goals are set?

We adapt our financial solutions and portfolio design based on the new information provided by the client, ensuring that their financial plan aligns with their current and future goals.

How do you ensure that the client is not overwhelmed by the discussions and changes in their financial plan?

We maintain a balance by not limiting discussions and ensuring that the client feels comfortable and informed about their financial decisions.

What is the process if a client wants to discuss changes in their financial plan?

We are open to having discussions whenever the client feels the need, and we will streamline the process to finalize a model that suits their updated financial situation.

How do you ensure that the client's privacy is maintained during these discussions and changes?

We respect the client's privacy and only discuss their financial life with them directly, ensuring that all communications are secure and confidential.

What is the final outcome that you aim for after all these discussions and adjustments?

The final outcome is to have a financial model that is in line with the client's current and future needs, ensuring that they are rewarded and can achieve their financial and personal goals.