Applications can be one of the least exciting parts of your process, but this is definitely a place where you can differentiate yourself from the competition and excel with your customer service. Dialing in this process builds amazing amounts of credibility, comfort, and trust with your client, but it will also lead to incredible referral rates. In this episode, we’re going to share some of our lessons learned, some best practices, mistakes to avoid, and tips to help you build solid relationships.

This is simple, but not always easy. We try to be the guide for our clients, making this process as efficient and enjoyable as possible. And in the last few years, technology makes this more possible than ever. Meeting via Zoom instead of in person, electronic applications, a step-by-step process, humor, and showing progress along the way are some ways we make this experience memorable, and enjoyable. And when clients enjoy the process and experience, they are going to tell friends and family, guaranteed.

Listen in as we explain how to navigate the application process and do right by the client in the best way and give them the best experience. These are our best takeaways to help make it as seamless as possible and fit it to the client. Crafting a system like this will allow you to differentiate yourself from your competition and boost your referrals.

Thanks again for listening, try to pick the strategies and styles that fits you the best, and put it to work in your business!

About Charlie Jewett

Charlie Jewett is an author, speaker, recruiter, trainer, consumer advocate and investment advisor from San Diego, CA. As the “Financial Services Whistleblower” Charlie has been trying to change the way that industry professionals and consumers think about retirement since 2005. With considerable years of experience and an array of professional certifications, Charlie focuses on stock market alternatives combined with tax-free retirement income and provides educational materials that help people to create their ideal retirement plan. He is the host of two podcasts, Renovating Retirement and Target Practice for Advisors, as well as the author of “Renovating Retirement” and “Two Ways to Be Debt Free”, both available on Amazon Kindle.

About Bobby Alford

Bobby Alford has walked an unconventional path to becoming the CEO of Renovating Retirement. He spent 10 years in the US Submarine force, both as an officer and enlisted person, earning a degree in nuclear engineering along the way. Bobby then joined corporate America and worked for a Fortune 50 company in operations, finance, and sales management roles. After getting his MBA, he began working with military veterans to improve their retirement options. At that point he found Charlie Jewett and learned how to truly impact a person's financial life using the MERIT model of planning. Bobby joined Charlie and now uses his skills to grow their company toward achieving the goal of creating $1 billion dollars of annual tax-Free money for their clients.

Web/Social Links

• Website: https://targetpracticepodcast.com