Get To Know CCM

Have a 30 minute call with Matt Bellis and learn about Client Centric Marketing and how it simply and effectively works to grow Advisors’ productivity and revenue.

Advisors consistently receiving warm quality referrals from their best clients leading to a steady schedule of quality 1st appointments has always been a good concept… but it has never been a reality.

We made this a reality by enhancing it.

Client Centric Marketing (CCM) for Advisors and Leaders:
It’s a new, simple and effective proprietary process that enables Advisors to consistently develop warm, high quality, personally endorsed introductions and new 1st appointments on an ongoing basis with the quality friends and colleagues of their current and future best clients.

It quickly builds business from the inside out and maximizes productivity and revenue.

With the recruiting application, recruiting is more productive and the burn rate is markedly reduced.

In order to prove CCM’s efficacy and to allay any skepticism, we developed a brief, no-cost Beta Test to demonstrate its simplicity, value, and sustainability and how it’s accomplished with permission from the client, making it very comfortable for Advisor.

Our Beta Test:
It requires a 5 hour time investment over a 30-day period by 1 or more Advisors.

Each Advisor will speak with 2-3 best clients resulting in at least 2-3 warm, high quality, personally endorsed introductions per client with their quality friends or colleagues.

Participating Advisors will complete many 1st appointments on a timely basis – at least one per client during the Beta Test timeframe.

Our Advisor success rate is close to 90% and their normal daily routine is uninterrupted.

If you believe as I do, that a discussion of new ideas for enhancing business productivity and revenue growth is always a worthwhile exercise, let’s schedule a phone call.