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Setting Client Expectations

Are you setting the right expectations at the right time?

Setting expectations enables you to build strong, productive, and profitable relationships with your clients and ensure that both parties are doing their part to achieve a mutual goal.

However, expectation setting is easier said than done. Many advisors struggle to effectively set expectations with clients beyond onboarding. The reality is that expectations must be proactively set throughout their journey, from acquisition, to onboarding, to retention and expansion.

This free checklist (presented by Aero Workflow, Hubdoc, and Practice Ignition) will provide you with:

  • The value of setting expectations for your practice and your clients
  • Best practices for proactively setting expectations with your clients
  • A detailed list of steps to help you set expectations effectively at every stage of the client journey