IS IT A SECRET… THE IMPORTANCE OF “WORLDVIEW” – THE SIMPLE AND EFFECTIVE PATH TO GENERATE AMAZING GROWTH?

Are you hearing much discussion about “worldview” in your financial circles?

Are you hearing much discussion about “worldview” in your financial circles?

I’m asking because effectively addressing the “worldview” of your market is a qualified activity and business growth multiplier for all Advisors, no matter their income.

It’s a money saver as well, because it will eliminate most spending on advertising, prospecting, seminars, etc.

Here’s what we know:

We’ve interviewed the market, the various demographics and segments, over the years and found that people have a rather unflattering “worldview” of Financial Advisors and the industry, e.g., “in it for themselves” and “just want to get their hands on my money” and “used car salesman”. (Post December 9, 2015)

This “worldview” can be a conscious or subconscious feeling and is a major impediment to growth.

This “worldview” also applies to your clients too. It’s why many Advisors, no matter their income, have conducted so few first appointments with the qualified friends and colleagues of the clients they’d like to duplicate.

Our 60 Day Challenge

If you effectively address this “worldview” (Post November 24, 2015) in a subtle and carefully crafted story, here’s what will happen within 30-60 days.

  • This “worldview” will shape your new marketing story. This story is not about what you do. It’s about who you are. Your story focuses on your clients, not you
  • You will begin to tell your story to your current qualified clients, the clients you want to duplicate
  • Most, if not all, clients will immediately see you in a different light
  • They will open up to you – creating new type of connection and cooperation
  • This new connection will open the door real client advocacy and consistent introductions to your client’s qualified friends and colleagues
  • Your client’s qualified friends will be more willing to meet with you and they, too, will see you differently
  • This new connection will open the door real client advocacy and consistent introductions to your client’s qualified friends and colleagues
  • Many of them will become advocates as well
  • And the process repeats itself again and again

You will absolutely experience measurable results in warm qualified activity within 60 days. And you will begin to add new warm qualified introductions and 1st appointments into your pipeline. You will feel very good about process. You won’t want to stop.

If the numbers aren’t there and you don’t feel good… STOP.

It’s good business.
Low risk – high reward.

The Bellis Method™
The 60 Day Path To Continuous Growth.