<img height="1" width="1" src="https://www.facebook.com/tr?id=1679314142361781&amp;ev=PageView&amp;noscript=1">
Skip to content

Guide to Improving Your Appointment Process

Guide to Improving Your Appointment Process
Mar 8
2023

There are countless resources that will tell you the importance of creating a custom experience. Make your clients feel special and they will never leave you, right? Hotels chains play specific music, design their décor, plan snacks on arrival, and even pipe in a special smell to create a special feeling for the customer. For a hotel, making the customers feel like they are comfortable and have a home away from home can create a bond with the brand that will keep them coming back no matter where they travel.

Appointment Guide_Cover

This kind of experience includes some pretty big changes and might be more complicated than you have time for at first. The thing to focus on that all the successful brands have in common is that they are not usually custom experiences for each person. They follow a consistent and well-designed process. That’s it. It does not have to be complicated; it simply needs to show your clients that you are putting them first. As you and your team work to perfect your well-planned process, the better your experience will become, which will lead to more genuine and authentic relationships.

You will notice there are two words that cannot be emphasized enough throughout this guide: experience and process. This guide was created to help you focus the most important elements that go into creating an experience and transforming your process:

Contents

  1. Plan ahead.
  2. Tell your story - briefly.
  3. Ask the right questions.
  4. Drive engagement.
  5. Outline your approach. Set expectations. Assign homework.
  6. Be consistent.

Want to keep reading?

Related Posts

Your Business Map: Growth, Expansion, Legacy
Practice Management

Your Business Map: Growth, Expansion, Legacy

In this episode of The Rare Advisor, Aaron Grady is joined once again by Steve Phillips, Chief Practice Management Officer at USA Financial, for an insightful conversation about the three phases of an advisory practice: growth, expansion, and legacy. Discover how to identify where your financial advisory business stands today—and why understanding your current phase is just as important as knowing where you're headed. Whether you’re an independent financial advisor scaling your team, planning a succession strategy, or navigating the evolution of your firm, this episode offers actionable insights to increase enterprise value, improve team retention, and build a lasting legacy. Perfect for financial advisors seeking clarity on business growth, practice management, succession planning, and future planning.

2025 Seminar Marketing Trends for Financial Advisors
Marketing

2025 Seminar Marketing Trends for Financial Advisors

In this episode of the Financial Advisor’s Marketing Playbook, Mark Mersman breaks down the latest seminar marketing trends based on real-world data collected over the past several years at USA Financial. He explores the age-old question every advisor faces: Should you serve a meal at your seminar or not? Mark compares response rates from meal and non-meal events dating back to 2018, reveals how pandemic-era shifts and election cycles have influenced performance, and highlights which topics are driving the strongest turnout in 2025. If you’re a financial advisor planning your next seminar, this data-driven analysis will help you make smarter decisions and maximize your results heading into fall and winter.

Wealth, Practice & Relationship: Your Practice Health Check
Practice Management

Wealth, Practice & Relationship: Your Practice Health Check

In this episode of The Rare Advisor, Aaron Grady and Steve Phillips, Chief Practice Management Officer at USA Financial, explore the three-core business processes every financial advisor must master: wealth management, practice management, and relationship management. Learn a practical self-assessment tool to identify opportunity gaps within your advisory practice and discover how elevating client experience can lead to greater client retention and advocacy. Whether you're in growth, expansion, or legacy phase, this conversation offers actionable insights to help financial advisors scale their business, deepen client relationships, and create professional contrast in a competitive market. This goes beyond birthdays and highlights outdated methods and the future of financial advisor client relationships.