Financial Advisors: Put Your Toe In The Water To Grow Your Business

Yes, you read that right. Here’s the story.

You’re a good Financial Advisor. You know how to conduct business and present a great plan to a prospective client. You’ve been doing it for a long time.

But what about the dreaded moment when you ask your client for r-e-f-e-r-r-a-l-s. How does that feel? To you and to them? More importantly, how successful is this routinized behavior for your business?

Think about it. How many qualified new prospects have come from the referral ask? The number is probably not even close to what you want it to be. It’s because the stale sales/referral system just isn’t working.

But the good news is that the 60 day rule does work and using it will create the opportunity to change, grow, and deepen your business. All you have to do is put your toe in the water.

financial advisors get to test the watersYou do this by sampling a marketing mentoring system that simply and effectively teaches an Advisor, no matter their market, how to consistently be in front of 1-4 new warm qualified prospects every month. Consistent and controlled new warm qualified activity is what will set you on the path toward dramatically increasing your income and the value of your business for the rest of your career. And you will be working smarter not harder.

It starts with a detailed, targeted analysis of your client base and, at the same time, developing your marketing story… a precisely crafted story that connects you with clients in a uniquely compelling way, opening doors to greater access. Together, they make up the cornerstone to this marketing process. Within 60 days you should develop your first client advocates, champions who will introduce you to their qualified friends, colleagues and family.

If, within 60 days, you determine the new marketing process is working, you can then make the decision to jump in with both feet, continuing with steps that teach and mentor you to be an excellent and successful marketer of your business.

You will see progress as you begin learning the steps, speaking with your mentor on a regular basis, one-on-one, several times a week, as you are guided you toward your goals.

“The Bellis Method™” is this marketing mentoring process and in 60 days you will experience it working.

Let’s talk about it. It’s what we do. It’s what we’re good at.

It begins with one exploratory phone call.