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182: RESULTS: How this advisor deepened his relationship and impacted clients w/ guest John Scherer
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Every financial advisor is looking for a value-add that will make their service unforgettable—something that has a large impact, yet is fairly easy to execute.
In today’s podcast episode, host Libby Greiwe is chatting with guest John Scherer about a super neat value-add experience he offered to his clients—the Legacy Letter. 💌
The goal of this virtual event was to help his clients create a lasting legacy beyond finances for their children. John gives all the details of his letter-writing event and shares how this tool not only deepened family bonds for his clients, but also redefined the advisor-client relationship.
If you need an innovative value-add that is lower on difficulty and massive on impact, this may be just the thing for you! Take a listen today!
P.S. The Legacy Letter was also featured on the Today Show…it’s that cool! 😎
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LINKS FROM THIS EPISODE
Connect with John on LinkedIn Here
Learn More About the Retirement Tax Services Summit Here!
Grab Your Focus Gummies Here!
Click “Shop” → Click “Society Gummies” → Click “Brilliant Gummies - Subscription” → Click “Create Subscription”
Episodes Mentioned:
#106: The Ultimate Value Add for 2023: Low Difficulty, High Impact with Blake Brewer
Unlimited Podcast Coaching
Listen on: Apple Podcasts Spotify
Download the Family Tree Template Here
Enroll in The Perfect RIA Masterclass Here
Connect with Libby on LinkedIn Here!
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Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com
Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!
Chapters
1. Legacy Letter Success Stories (00:00:00)
2. Client Appreciation Event and Response (00:12:17)
3. Legacy Letter Investment and Impact (00:15:27)
4. [Ad] School of Podcasting -Launch, Grow, Monetize Your Podcast (00:18:55)
5. (Cont.) Legacy Letter Investment and Impact (00:19:43)
6. Measuring Impact and Client Engagement (00:20:11)
7. Impactful Client and Team Experience (00:23:31)
8. Legacy Letter Impact and Sharing Experience (00:27:05)
9. Legacy Letter Encourages Adding Value (00:31:25)
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