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Insights | May 13, 2022

Make it easy.

The people you want to reach have no shortage of options. What they’re short on is time.

And yet, it sometimes happens that when they’re actually ready to take a step forward, the process is unintuitive and time-consuming. Advisors work hard to overcome every hurdle on the way to a new client, only to trip on the very last one. 

So remember to make it easy.

When a user is curious about your service offering, make it easy to find on your site.
When a lead wants to speak with you, make it easy to schedule an appointment.
When a prospect needs more information, make it easy to access and understand.
When a client wants to refer a friend, make it easy for them to connect with you.
When someone is wondering what makes you different, make it easy to see the distinction. 

Doing the thing we actually want them to do—like requesting a meeting or referring a friend—should be the fastest part of the process. For you, it could be a simple matter of adding scheduling software to your site, or it could require a bit more energy. 

But in the end it’s about the people you rely on to maintain and grow your business. Anything that saves them time is worth a little of yours.

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