Lighthouse Lessons

Refresh Your Client Service Playbook at Year‑End: Processes Every Advisory Firm Must Reevaluate

East Coast Coaching

Published on: 02/11/2025

Advisory firms: use year‑end to refresh your client‑service processes and ensure highest service standards, scalability, and client satisfaction heading into the next year.

financial advisorinvestment advisoryRIAeast coast coachingyear end planningclient serviceservice designadvisory operationsclient experience

How to Communicate Market Updates Without Losing Client Trust

East Coast Coaching

Published on: 02/11/2025

During volatile markets, your clients do not want a data dump. They want direction. Learn how to communicate updates that calm nerves, build confidence, and strengthen long-term loyalty.

financial advisorinvestment advisoryRIAsales masteryclient serviceclient communicationmarket updatesfinancial advisor salestrust buildingeast coast coaching

Ghosted by a Prospect? Use This Re-Engagement Message

East Coast Coaching

Published on: 02/11/2025

Ever had a great conversation with a prospect who seemed ready to move forward, but then vanished? You’re not alone. Here’s how to revive those conversations without sounding desperate or spammy.

financial advisorinvestment advisoryRIAsales masteryclient servicesales follow uplead reactivationfinancial advisor salesclient communicationeast coast coaching

7 Discovery Questions That Make Prospects Open Up Fast

East Coast Coaching

Published on: 02/11/2025

Want prospects to trust you faster? Stop interrogating them with data questions and start asking the kinds of questions that unlock real motivation.

financial advisorinvestment advisoryRIAsales masteryclient servicesales discoveryfinancial advisor prospectingprospectingconsultative sellingrelationship based saleseast coast coaching

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