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What can you do to ensure your clients remain loyal to your practice after you leave?

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If you are planning to retire, sell, or transition out of your practice, you may be wondering how to keep your clients happy and loyal to your successor. After all, you have built a strong relationship with them over the years, and you don't want to lose their trust and business. Here are some tips to help you ensure a smooth and successful handover of your practice and your clients.

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Lloyd Lofton Jr. L.U.T.C.

Speaker, Trainer, Coach 30k connections - Voted 1 of 33 Best Presentation book to read Saleshero's Guide to Handling…

1 Communicate early and often

One of the most important steps to ensure client loyalty is to communicate your plans and intentions clearly and honestly with your clients. Don't wait until the last minute to announce your departure or introduce your successor. Instead, inform your clients well in advance, explain the reasons for your decision, and highlight the benefits and opportunities for them. Keep them updated on the progress and timeline of the transition, and address any questions or concerns they may have.

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Lloyd Lofton Jr. L.U.T.C.

Speaker, Trainer, Coach 30k connections - Voted 1 of 33 Best Presentation book to read Saleshero's Guide to Handling Objections!
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Building client loyalty is crucial. One technique is to maintain open communication. Regularly check in with your clients even after your sessions end. Share relevant resources, tips, or updates that align with their goals. This keeps you on their radar and reinforces the value you provide. Also, consider creating a community or network where clients can continue to support each other. This fosters a sense of belonging and can be a powerful retention tool. What are your thoughts on these approaches?

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Syed Imtiaz Abbas Hussain. FCA

Business Advisory Services help organizations in their revenue and profit growth and Cost control and savings etc.
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This article has explained in excellent way that how one who is leaving the practice should do to retain clients. While in this scenario the main role is of successor, not the one who is leaving the practice, who should ensure how to retain clients in his future practice. This is possible if the successor has edge over one who leave the practice with his value addition services, deliver high quality work, meet deadlines, proactive communication and follow up on feedback. Further successor should practically maintain the continuity of existing systems, policies and procedures and demonstrate high level of responsibility on attaining clients issues to gain loyalty and support of clients.

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Tracy Irwin

?? Get more PROFIT or TIME from your business | Time Freedom & Financial Foundations | Cumbrian Lass turned expat | Loves dogs & anything salted caramel (not together obviously!)
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Communication is key to any changes in the business. Although I didn't leave my practice full time, I did move to Spain and was worried about clients feeling I′d abandoned them, however, having included the rest of the team in client correspondence and making sure clients knew which of the team was looking after them so they didn't feel any difference once I left.

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2 Involve your successor

Another key step is to involve your successor in the communication and relationship-building process with your clients. Introduce your successor to your clients personally, either in person or via video call, and emphasize their qualifications, skills, and values. Encourage your successor to reach out to your clients individually, and arrange joint meetings or calls where you can both demonstrate your collaboration and support. Show your clients that you trust and endorse your successor, and that you are working together to ensure a seamless transfer of service and quality.

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Tracy Irwin

?? Get more PROFIT or TIME from your business | Time Freedom & Financial Foundations | Cumbrian Lass turned expat | Loves dogs & anything salted caramel (not together obviously!)
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I exited the day-to-day of my practice and moved to Spain. I still do the sales and marketing but none of the client work. Letting our clients know which members of the team were an integral part of their business finances rather than taking credit myself. When a client came on board we had emails in places introducing them to the team so they became real. Doing things to make sure clients trust the team mean they wont really miss you when you′re not there.

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3 Maintain your standards

While you are preparing to leave your practice, don't let your standards slip or neglect your clients' needs. Continue to deliver high-quality work, meet deadlines, and follow up on feedback. Show your clients that you care about their satisfaction and success, and that you are committed to finishing your projects and tasks with excellence. This will help you preserve your reputation and credibility, and also set a positive example for your successor.

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Tracy Irwin

?? Get more PROFIT or TIME from your business | Time Freedom & Financial Foundations | Cumbrian Lass turned expat | Loves dogs & anything salted caramel (not together obviously!)
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Before moving to Spain I processed the entire business so the culture, ethics, and level of customer service were maintained after I left the office so clients didn′t feel any difference once I′d left.

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4 Provide continuity and support

To minimize disruption and uncertainty for your clients, try to provide as much continuity and support as possible during and after the transition. For example, you can maintain the same fees, contracts, policies, and procedures that your clients are familiar with, or introduce any changes gradually and transparently. You can also offer to mentor, coach, or advise your successor for a certain period of time, or remain available for consultation or referral if needed. This will help your clients feel more comfortable and confident with the change, and also show your respect and appreciation for them.

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5 Ask for feedback and referrals

Finally, don't forget to ask for feedback and referrals from your clients before you leave. Feedback can help you evaluate your performance, identify areas of improvement, and celebrate your achievements. It can also help you understand your clients' expectations, preferences, and concerns, and share them with your successor. Referrals can help you generate more business for your successor, and also express your gratitude and loyalty to your clients. Ask your clients to share their positive experiences and testimonials with others, and to recommend your successor to their network.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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What can you do to ensure your clients remain loyal to your practice after you leave?

1

2

3

4

5

6

1 Communicate early and often

2 Involve your successor

3 Maintain your standards

4 Provide continuity and support

5 Ask for feedback and referrals

6 Here’s what else to consider

Practice Management

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What can you do to ensure your clients remain loyal to your practice after you leave?

1

2

3

4

5

6

1 Communicate early and often

2 Involve your successor

3 Maintain your standards

4 Provide continuity and support

5 Ask for feedback and referrals

6 Here’s what else to consider

Practice Management

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