253: Two Phrases That Transforms Client Communication Instantly (Efficient Friday!)

The Efficient Advisor: Tactical Business Advice for Financial Planners

In this week’s Efficient Friday, we’re diving into two simple yet powerful phrases that can transform the way you communicate with clients. Whether you're setting boundaries or handling objections, these small language tweaks can make a big impact. By making just a slight adjustment in how you frame your responses, you can create stronger client relationships, improve understanding, and make conversations more collaborative.

🎯 In this episode, you’ll learn:

• How the phrase "I hope you can appreciate..." softens tough conversations and sets clear boundaries 🙌
• Why replacing "but" with "and" makes your messaging feel more collaborative and positive
• The psychology behind word choices and how they impact client reactions
• Real-life examples of these phrases in action and why they work so well
• How small shifts in language can help you attract the right clients and gently repel the wrong ones 🎯

Language is a powerful tool, and with these two simple swaps, you’ll find yourself having smoother, more productive client conversations. Give them a try, and you might be surprised at the results!

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!
Learn more about our sponsor Beemo Automation HERE!
Learn more about the Group Coaching & Mastermind HERE!
Check out the Efficient Advisor YouTube Channel HERE!
Connect with Libby on LinkedIn HERE!
Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.
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!