CHAPTER 9 Teaching Others How to Frame You Renewing Relationships

The preparation for your reframe is complete. You’ve collected data from your clients and professional network; you’ve used it, along with your team brainstorm, to inform how you want to define your new frame; and you’ve built your new frame by revamping your team and creating your new marketing assets. Your new frame is now ready to share with your clients. This is step 4 of the reframing process (see Figure 9.1). At ClientWise, we refer to it as renewing relationships because you are not just telling your client about your new frame, you are focusing on strengthening your relationship with the client more than ever as you make it clear that the reframe is based on all you’ve learned from your clients and is there to help you serve the client better.

Flowchart shows five steps to reframing Your Wealth Management Business where Step 2 “RENEW Relationships” is highlighted.

Figure 9.1 Reframe Step 4: Renew Relationships

You may be thinking, “But I’ve just tweaked our brand—why do I need to make a production of the rollout?” First, give yourself and your team the credit everyone deserves. After all, it took a great deal of effort to commit to and follow through on this very important work, and you all deserve recognition for that work. Second, you may have a good handle on what you do and what you’ve always done, but remember that your clients may not have always seen you in the frame you think you have for yourself. If nothing else, ...

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