In this episode, Mike Walker takes us to one of TWC’s in-person events, where he shares his experiences and insights on building a business without compromising your values. A key piece of advice is to fully understand your customer’s vision for their future success during onboarding calls. Don’t assume their picture of success matches yours – ask questions to understand their goals. Mike also discusses strategically setting client expectations around the client journey. Think about the emotional highs and lows clients may face at different points in working with you. Address potential pain points proactively so clients know what to expect.

Additional tips covered include defining time-to-value and key performance indicators to track progress. Conduct quarterly business reviews to set collaborative, measurable 90-day goals with clients. Getting quick wins builds momentum while having aligned visions of success keeps people motivated to push through challenges. Celebrating milestones along the way further reinforces the value clients are getting. Overall the episode provides pragmatic strategies for improving the client experience and nurturing long-term relationships.

Our #1 goal at The Wealthy Consultant is bringing consistent value to the marketplace. It’s the driving force behind everything we do. If you have extracted value from this podcast episode, or any of our other episodes of Wealthy Consultant Talks, the best way you can show some love is by dropping a review and rating on Apple Podcasts.

Simply click on this link, scroll to the bottom, give a 5-star rating and then click on “Write a Review”. Then let us know what you learned and how it impacts your business! We value your feedback.