DataPoints’ Post

Interested in understanding how assessments can deepen your relationship with clients? Check out our recent episode of Planning & Beyond, where I had the pleasure of sitting down with Sarah Fallaw, Ph.D. Be sure to give it a listen, especially if you’ve been on the fence about whether or how assessments can benefit your work as an advisor!

In the final episode of our 3-part client meeting series, Amy Byars shares insightful tips on creating homework for you and your clients. Learn how to implement effective follow-up strategies to produce the results you're looking for: https://ow.ly/IW0R50SCxeC

Want to scale your practice without sacrificing time or joy? Join Stephanie Bogan on Nov. 14 for a FREE webinar where she’ll share the success strategies that have helped Limitless Advisor Coaching clients unlock 10x growth, improve efficiency, and reclaim their time. Learn high-ROI systems for predictable client growth, attract ideal clients with 70%+ closing rates, and more! https://hubs.la/Q02Vktqc0

👀 Looking for ways to enhance your advisory practice? Understand the importance of your personal essence and how it affects client relationships. Our new episode unpacks it all. Tune in! 📚🔗: https://lnkd.in/e-srghcn #UniqueAdvisory

The Success Blueprint: Business, Freedom & Growth - Episode 17: “How to Nurture Long-Term Client Relationships” Join The Success Blueprint newsletter at the following link: https://lnkd.in/e4nWeNaE

👀 Looking for ways to enhance your advisory practice? Understand the importance of your personal essence and how it affects client relationships. Our new episode unpacks it all. Tune in! 📚🔗: https://lnkd.in/e-srghcn #UniqueAdvisory

Absolutely thrilled with this latest client review! 🙌✨ Nothing makes us happier than hearing from satisfied clients. Thank you for your kind words and trust in our work! 💖 #ClientLove #Testimonial #5StarReview #HappyClients #Grateful #CustomerFeedback #SuccessStories

Check out my latest client success stories 🫶🏽🫶🏽🫶🏽

🗣️ “Your CSC can turn happy clients into brand ambassadors." - Molly McGrath 💫 This week on the 🎙️ Hiring and Empowering podcast, Molly explores the pivotal role of Client Success Coordinators (CSCs) in law firms and how they can be leveraged to not only manage client relationships but also significantly contribute to revenue generation. Employing the right strategies can transform CSCs into valuable assets that boost client retention, maximize client lifetime value, and streamline workflow processes. Key takeaways from this episode include: ✅ Client Retention Impact: Boosting client retention by 5% can translate to a 25-95% increase in profits. ✅ Revenue Through Client Engagement: CSCs can upsell and cross-sell services, significantly enhancing client lifetime value. ✅ Power of Referrals: Implementing a robust referral management system can double monthly revenue with the right power partners. ✅ Importance of Google Reviews: Regularly securing client reviews boosts search engine ranking and draws in new business. ✅ Workflow Automation: CSCs managing tasks and communication streamline firm operations, reducing lifecycle and increasing revenue. Click the link below 👇 and discover how you can turn your CSCs into your law firm's MVP. ✨ . . . #hiringandpowering #podcast #clientsuccesscoordinators #cscs #lawfirms #clientrelationships #lawfirmrevenue #clientretention #clientintake #workflowprocesses #referralmanagementsystem #clientreferrals

I had the pleasure of meeting with small to mid-size Managing Partners (thank you, John Remsen, Jr., for including me!) to talk briefly about Client Feedback programs. Their number one question was how to start a program-- it can be overwhelming, but it is manageable with the right plan. Check out the link below, where I break down my top five tips for starting a Client Feedback program! https://lnkd.in/gp5EZeCq