What makes a client stay, year after year?
In this episode, host Wes Young and co-host Justin Lakin break down the Expectation Phase of their onboarding process. It is not just about earning trust. It is about clearly defining the planning relationship, setting the rhythm for ongoing engagement, and making the value of your work obvious from day one.
From high-impact tax strategies like S-corp elections and the Augusta Rule to powerful mindset reframes around balance sheets and family legacies, Justin and Wes walk through how to deliver a transformational planning experience before the ink is dry.
What to expect in this episode:
- How to define expectations and build long-term engagement
- The difference between planning versus a plan, and why it matters
- Ways to immediately demonstrate ROI through tax ideas
- Tools like Planning Shepherd and strategy summaries to elevate the client experience
Resources:
- Submit your podcast question here!
- The Transform Learning Series
- E167- The New Client Experience: Location
Other Listening Platforms:
Connect with us:
Podcast: Play in new window | Download | Embed