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THE CLIENT COMMUNICATION PLAYBOOK

Stop Losing Clients to Average Communication

The proven blueprint top advisors use to win trust and grow their business.

FREE COMMUNICATION AUDIT

In a competitive market, average communication gets ignored. 

Ignored loses you trust, referrals, and repeat business.

What is Poor Communication Costing You?

Silent Client 

Attrition

Clients drift to other advisors who make them feel seen, heard, and valued. You may never know they were even looking elsewhere until it’s too late.

Flat Referral Growth

Average conversations don’t inspire referrals. If your clients aren’t telling others about you, it’s not your service, it’s your communication.

Loss of Influence

You get limited time with clients. If you don’t use it with clarity and connection, you waste the very moments that could deepen loyalty and unlock business.

Imagine in 90 Days You Had...

  • Clients Who Trust You Fully – They see you as more than an advisor. You’re their go-to partner because you consistently communicate with clarity, care, and confidence.
  • A Steady Flow of Referrals – Your clients naturally introduce you to friends, family, and colleagues because your conversations leave a lasting impression worth sharing.
  • More Time & Less Stress – With a proven communication playbook, you walk into every meeting prepared, confident, and in control—freeing up mental space to grow your business.

Master the Playbook That Turns Communication Into Loyalty & Referrals

Walk into every client meeting knowing what to say, what to ask, and how to listen—leaving with trust, loyalty, and referrals.

The Client Communication Playbook™ is a proven, field-tested system trusted by advisors, banks, and service pros who want measurable results.

Packed with frameworks, tools, and strategies you can use tomorrow, it’s your shortcut to becoming the most trusted advisor your clients know.

Inside, you’ll get:

  • Frameworks to remove guesswork from client conversations

  • Questions that uncover real goals, fears, and opportunities

  • Follow-up strategies that keep you top-of-mind without being pushy

Download your PDF or Google file today and start transforming client relationships. Printed versions available this fall.

DOWNLOAD 9/2

Master the Playbook That Turns Communication Into Loyalty & Referrals

Walk into every client meeting knowing what to say, what to ask, and how to listen—leaving with trust, loyalty, and referrals.

The Client Communication Playbook™ is a proven, field-tested system trusted by advisors, banks, and service pros who want measurable results.

Packed with frameworks, tools, and strategies you can use tomorrow, it’s your shortcut to becoming the most trusted advisor your clients know.

Inside, you’ll get:

  • Frameworks to remove guesswork from client conversations

  • Questions that uncover real goals, fears, and opportunities

  • Follow-up strategies that keep you top-of-mind without being pushy

Download your PDF or Google file today and start transforming client relationships. Printed versions available this fall.

DOWNLOAD 9/2

Create Conversations That Build Unshakable Client Loyalty

Turn Every Client Relationship Into a Referral Opportunity

Position Yourself as the Advisor Clients Brag About

See Exactly how the Playbook Transforms Your Client Conversations

Inside, you’ll unlock 80+ pages of proven tools and strategies that top financial advisors use to turn first impressions into lasting trust, deepen every client relationship and generate a steady flow of high-quality referrals, without feeling salesy.

Skill-Building Assessments

The WITH or AT Assessment™ and the V.O.I.C.E. Self-Assessment to uncover blind spots and sharpen your client communication skills.  

Proven Coaching Language

Scripts and strategies for real-world conversations, from first impressions to sensitive transitions. Know which words to use and the ones to avoid.

Actionable Frameworks

The 7-step C.L.I.E.N.T.S.™ Framework, the V.O.I.C.E.™ Framework, and the 7 Layers of a Client’s Story, tools to move from surface-level talk to deep emotional connection.

Impact Multipliers

Practical habits, mindset shifts, and conversation techniques that turn everyday client interactions into trust-building moments, lasting loyalty, and exponential growth. 

Here's Why It Works...

  • Clients Who Trust You Fully – They see you as more than an advisor. You’re their go-to partner because you consistently communicate with clarity, care, and confidence.
  • A Steady Flow of Referrals – Your clients naturally introduce you to friends, family, and colleagues because your conversations leave a lasting impression worth sharing.
  • More Time & Less Stress – With a proven communication playbook, you walk into every meeting prepared, confident, and in control—freeing up mental space to grow your business.
BUY THE PLAYBOOK 9/2

Join the Live Training 

Most clients don’t leave or fail to sign because of your performance. They leave because of how they’re communicated with. In this high-impact, live training, you’ll learn the proven blueprint to:

  • Turn every client interaction into a trust-building moment

  • Communicate with clarity and confidence

  • Spark more referrals without feeling “salesy”

    📅 Tuesday, September 2
    ⏰ 11:00 AM Eastern

    Reserve your free spot now and start transforming your client conversations.

SIGN UP TODAY

Meet the Author

Jason Raitz is a sought-after keynote speaker, corporate trainer, and founder of Speak with People. Over the past 25 years, Jason has spoken to more than 200,000 people and trained financial professionals from some of the nation’s top institutions, including Regions Bank, Truist Wealth, PNC, Fifth Third, Cetera, Athene, Achieva Credit Union, Mountain America Credit Union and Suncoast Credit Union.

His mission was born from a moment he’ll never forget, watching a talented advisor lose a decades-long client, not because of performance, but because of how the conversation felt. That experience confirmed what Jason already suspected: average communication quietly erodes trust, stalls referrals, and opens the door for competitors. Determined to change that, he developed practical, repeatable frameworks that empower professionals to speak with their clients instead of at them, delivering training that is strategic, field-tested, and grounded in real-world results.

Stop Guessing. Start Mastering Every Client Conversation.

The Client Communication Playbook is more than a workbook, it’s your repeatable system for building trust, winning referrals, and keeping clients for life. Choose the format that fits your style, and start transforming your conversations today.

PDF Download

$39

Get it Now. Start Today. (Perfect for individual professionals who want instant access)

  • Full Client Communication Playbook PDF. Just print, three hole punch, put in a binder and you're ready to go. 

  • Self guided exercises and assessments.

  • Lifetime access to all downloads. 

  • Bonus: 5 minutes checklist

BUY 9/2

Advanced (Most Popular)

$49

Printed copy + PDF for those want both digital convenience and an already printed workbook.

  • Printed Client Communication Playbook. *Shipped week of September 15*

  • Instant PDF download.

  • All exercises, assessments and frameworks.

  • 70 ready-to-use client questions.

  • Lifetime access to downloads.

  • Bonus: 30 minute coaching call with Jason Raitz. 

BUY 9/2

Teams Edition

$99

Best for equipping your whole team or using as a training tool

  • 1 Printed wire bound Playbook.
  • Instant PDF download.
  • License to print up to 10 playbooks. 
  • Lifetime access to downloads. 
  • Bonus: 30 minute zoom training with Jason Raitz. 
BUY 9/2