We’ve all been there.

You recognize a communication gap, know you need to connect, but don’t know what to say.

After contemplating a few options, you struggle to find a meaningful topic and decide to “check in.”

The problem is:

• It is uninspiring
• It lacks originality
• It has no personal touch
• It shows a lack of intention
• It does not serve your brand and service model

If you find yourself in this position, you have a tremendous opportunity to improve your service model and drive proactive, meaningful communication with your clients.

Through Advice Priming, you can build better habits to:

• Create topics quickly
• Maintain consistent communication
• Deliver proactive service
• Highlight your expertise
• Reinforce your brand
• Build relationships
• Create efficiencies

Advice Priming is an architecture of techniques that creates a planning environment that makes your next action easy.

It starts with a menu of potential conversations:

• Nudging on action items
• Reminders about upcoming interactions
• Recommending advice or action
• Sharing firm news
• Asking about situation changes

But relies on a series of systems to provide a fully customized, personal client experience.

• Archiving and recalling notes
• Tracking activity
• Creating a client-specific roadmap
• Developing a regular communication rhythm

Advice Priming is one of many techniques we cover in our Advice Optimization System.

Want to learn more? We would love to chat.