We work with advisors on a variety of platforms. Each platform includes marketing materials, instructions and action plans. We talk weekly to help you through each assignment.
BACK TO BASICS – FIVE ESSENTIALS FOR NEW BUSINESS
- Know What’s Driving You: Understand how you’ll benefit after reaching the goals you’ve set.
- Time Blocking: Allocate a time that you will dedicate for completing marketing activities.
- Key Relationships: Determine who your centers of influence are and dedicate your efforts toward developing relationships with these key individuals.
- Leave the Office: Schedule time away from the office to engage in activities with clients and key relationships.
- Pipeline Tracking: Set up a good tracking system for your team to regularly review leads and activities that will result in new client relationships, more financial plans to write and increase the amount of assets under your management.
BUSINESS DEVELOPMENT
- Advisory Groups: Form advisory groups to create a forum whereby feedback and advice is received from your key relationships.
- Natural Markets: Target your financial advice and services toward the types of individuals and groups with whom you naturally enjoy associating.
- Referral Mining: Learn how and when to ask for referrals and introductions from others you know.
- Professional Relationship Building: See clients referred your way by other professionals, like accountants, CPAs and attorneys, after building respect and trust as you become their “go to” resource.
HARVESTING NEW RELATIONSHIPS
- Establish a process for transitioning prospects to clients
- Assigning responsibilities to the team
- Hold members accountable for tasks and time frames
- Update prospect status during regular team meetings
BRANDING
- Review and update your biography and create content for a marketing packet.
- Determine what makes you different from other financial advisors/teams.
- Communicate to a prospect what doing business with you is like. Describe what the prospects needs to commit to, define any pertinent time frames and what type of proposal you will send to them. Be transparent and tell them what services you will provide each year for the fee paid.
- Review your website and social media presence.
COUNTRY CLUB CLIENT SERVICES
- Onboarding Process: Creating happy, new clients during their transition to your firm.
- Adding more value to each client review.
- Communication: meeting your client’s expectations.
- Service menus: customizing services for each client segment.
- Offering help to clients as they prepare their heirs and facilitate family meetings.
TEAM BALANCE
- Team Meetings: Assuring good communication and accountability.
- Roles and Responsibilities: Assigning functions and tasks to team members.
- Virtual Teams: Promoting your arsenal of outside advisors
- Intern Action Plans: Developing structured programs for interns.