Tag Archives: Engagement

Feature

Financial Advisor New Client Onboarding Process: How to Deliver a “Wow” Experience With Rod Gibbings, CFP® (Ep. 16)



Having a very specific financial advisor new client onboarding process can get your relationship off to a great start – help them feel good about choosing you and create referrals early in the new relationship.

In this episode, Referral Coach Bill Cates is joined by Rod Gibbings CFP®, senior executive financial consultant with Gibbings and Associates Private Wealth Management. Rod discusses how he uses his proprietary Transition Navigator financial advisor new client onboarding process to deliver a wow experience. He also shares how he produces a regular flow of video messages to boost client engagement, gain new clients, and acquire more assets to manage.

Rod discusses: 

  • Why he created the Transition Navigator for his new client onboarding process.
  • How he gets many great referrals within the first six months of a new relationship.
  • What prompted him to start recording videos to send to his clients and prospects
  • His amazingly simple production process for recording his videos.

Resources: 

Connect With Rod Gibbings:

Connect With Bill Cates:

About Our Guest:

As a Certified Financial Planner professional, Rod Gibbings provides sound financial advice and support for high net worth families and retirees. He specializes in the areas of intergenerational wealth transfer, comprehensive estate and retiree income planning. His philosophy is simple: “put people and service first.”


Feature

Ep. #12: Using the “Wow Factor” to Maximize Client Engagement & Create Advocates with Scott Miller



An engaged client is someone who feels connected to your value and connected to you as an advisor.

Is your business truly maximizing client engagement?

In this episode, Bill Cates speaks with E. Scott Miller, Vice President and Investment Officer at Wells Fargo Advisors. Scott shares how he has created the “wow factor” in his business relationships, and how his client engagement strategy has led to incredible loyalty and, in many cases, a number of referrals.

Scott discusses:

  • The positive impact of using the ‘wow factor’ in your business
  • Some examples of how he has created incredible client engagement and loyalty
  • What he does differently in his business to build loyal business relationships
  • And more!

Connect With Scott Miller:

Connect With Bill Cates:

About Our Guest:

Scott Miller’s experience focuses on the construction and execution of investment strategies for long range retirement and estate planning strategies. His fee-based approach enables him to create tailored financial strategies to help meet specialized wealth management needs. He assists in the design and implementation of qualified retirement plans, and helps plan sponsors manage their fiduciary liability. He advises plan participants how to effectively allocate their retirement investments for maximum diversification and growth potential within stated risk parameters.