All Episodes

September 29, 2021 19 min

Most advisors have an internal new client onboarding checklist, but few have discovered the value of a comprehensive client onboarding process that creates both a value connection and a personal connection. 

Done well, the client onboarding process will help your new clients feel great about their decision to work with you and make you super referable quickly.

In this episode, Bill Cates is joined by Bryan Sweet CLU®, ChFC®, founder and CEO of Sweet Financial Services, to discuss how he uses his program called The 90 Day Dazzle for client onboarding. He explains how implementing this program has drastically increased his referrals earlier in his new-client relationships.

In this episode, Bill and Bryan discuss: 

  • How The 90 Day Dazzle brings value to both the client and his firm.
  • The three small niches his firm works with that have kept his business thriving for 42 years
  • What other advisors are doing in the client onboarding process.
  • Resources: 

    “Who Not How” by Dan Sullivan and Dr. Benjamin Hardy

    Connect With Bill Cates:   

  • BillCates@referralcoach.com
  • (301) 497-2200
  •  Referral Coach Homepage
  •  Hire Bill for Coaching
  •  Enroll in The Cates Academy
  • About Our Guest:

    Bryan Sweet: Bryan Sweet, is a cultivator of opportunity and that is reflected in his passion for serving the clients of Sweet Financial Services. Beginning his career in 1979, Bryan has done more than create lasting wealth plans for wonderful clients. He has created a movement in this industry to help people realize just how much they are capable of and just how much they can put their money to work for them.

    Connect With Bryan Sweet:  

  • Sweet Financial Services
  • LinkedIn: Bryan Sweet
  •  

     

    Share
    Mark as Played

    Advertise With Us

    Popular Podcasts

    Crime Junkie
    The Daily

    The Daily

    This is what the news should sound like. The biggest stories of our time, told by the best journalists in the world. Hosted by Michael Barbaro. Twenty minutes a day, five days a week, ready by 6 a.m.

    Dateline NBC

    Dateline NBC

    Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations.

    For You

      Music, radio and podcasts, all free. Listen online or download the iHeart App.

      Connect

      © 2021 iHeartMedia, Inc.

      • Help
      • Privacy Policy
      • Terms of Use
      • AdChoicesAd Choices