Written by Sam Jackson on 3rd March 2023
In today’s article, we’re going to be looking at the many different types of opportunities to strengthen client relationships, something that estate planning professionals need to be aware of when it comes to drafting Wills, LPAs and other lifetime planning documents.
Client facing letters
Well thought out client letters can provide multiple different benefits to your business. These include:
Good branding and understanding of what each letter will do for you and your client will go a long way. For example, client care letters can help to strengthen the relationship between you and your client and guide them through what they can expect from the service.
Letters to executors can provide an opportunity to expose your brand to a new audience. Fully branded documents, an explanation of your services and full contact details could result in bolstering your brand awareness, and help to attract new business.
Information packs
Client facing information packs are an easy and effective way to provide your client with education surrounding estate planning. A more educated client is typically a happier client, as they feel more confident with making decisions regarding their estate planning documents, which makes for a more streamlined customer journey.
Annual Checkups
Certain changes in a client’s circumstance may require an update to their Will. This can be due to a number of different monetary and social reasons, like a divorce or a close relative passing away for instance.
With this in mind, it’s important to incorporate annual client checkups into your workflow in order to offer a free review of their documents to make sure everything is up to date and correct.
Client Loyalty
Establishing a positive relationship with your client can help promote the following:
There are no secrets to establishing positive client relationships and increasing customer retention. Provide the best service possible at a price that is right for the client, going above and beyond where necessary.
How can WillSuite help?
The great thing about WillSuite is that it can automate EVERYTHING we’ve covered in this article. The software can automatically send out information packs to clients, send clients automated document review emails after a set period of time, create bespoke letter templates, generated with all of the client details with just the click of a button.
If you’d like to learn more about the content discussed in this article, make sure to reach out to a member of our team [email protected]
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