During a meeting with a client, you may discover a future cash need for the client. You will capture details and begin to get an idea of which account the funds will come out of. What about being proactive? How about calling the clients before they call you and asking them about the upcoming cash needs?
To grow your practice, you should focus on giving your clients the best service. Let your clients know that you are listening to them. Increasing your chances for referrals.
If the client does call in, your team can also just finish their "sentence" - "Yes, are you calling to request the cash needed for your car purchase?" You know the clients will be blown away.
None of this is easy to pull off without having a reliable and easy-to-use system. You can with Pulse360.
By automatically creating tasks in Redtail, Wealthbox, or Salesforce, you can make sure you or your team can make that call before the client does. Now, that's service.