Client Centric Marketing
Simple & Effective Marketing for Financial Advisors
Client Centric Marketing is uncomplicated, efficient and quantifiable. Its approach allows you to market as you work
For the financial industry, a generalized distrust bias is ingrained. We call it the Darth Vader Complex. Great opportunity lies in effectively addressing this worldview.
And High Value Introductions
Build a growing reservoir of high-quality client advocates and a perpetual pipeline of personal introductions. These introductions are the highest value introductions because they are qualified, warm and personally endorsed.
With CCM, advisors can now make high value, high quality new business development simple, measurable and very effective.