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The Exceptional Advice Show Ep. 11 – The 4 Key Elements of Client Engagement

October 21, 2021 By Baz Gardner

The Exceptional Advice Show Ep. 11 - The 4 Key Elements of Client Engagement

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There are four key elements that are critical to mastering Client Engagement.

In this episode, we introduce these four components, that will help you take on more of the right clients, have them happily pay you more, have them stay with you, and refer you to everyone they know.

The four components are:

  • Price Pressure
  • Contextual Sequencing
  • Relationship Status
  • Engagement Language

This video will be the first of 5 as we delve into greater detail on each of the 4 key elements in the following videos.

These are the metrics we have used to transform so many Advisory Businesses, helping them to create extreme changes in profitability and productivity.

Baz Gardner Founder – The Social Adviser

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