Client Centric Marketing Is Powerful -13 Reasons Why

Client Centric Marketing means No Prospecting & No Referrals are required… ever

Client Centric Marketing (CCM) is a new business development strategy that is simple and effective.

You will work the quality friends and colleagues of quality clients. These are the people all Financial Advisors love to work with.

Learning Client Centric Marketing (CCM) is easy and you will quickly get measurable results. 

In as little as 30 days you will create quality client advocates. In 30 to 60 days you will develop warm, personally endorsed, qualified introductions and first appointments.

With CCM for Financial Advisors you create a growing a reservoir of high-value activity and a pipeline of qualified warm introductions and qualified first appointments on a consistent basis.

Growth takes place at your own desired pace because you control the spigot.

CCM is business based and developed outside the financial industry. So it’s distinctive.

CCM allows you to market as you work; learning and testing while you conduct your every day business.

Client Centric Marketing differentiates you from the competition. You will stand out with your clients, their friends and colleagues and the community you serve.

You run your business, it won’t run you. 

So you have more free time to spend with your family and friends. 

As a result, you will have less stress. Which is a good thing! 

Finally, Client Centric Marketing is the key to business simplicity, revenue growth and newfound enjoyment of your work. 


Financial advisors: Client Centric Marketing is a simple and effective new business development strategy learned in 30 – 60 days, that produces measurable, positive results as you are learning.

Click below to learn more about quickly creating client advocates, a pipeline of new warm qualified first appointments.

Click here to learn about our free client centric marketing web conference
Client Centric Marketing 

 

More Productivity, Less Stress, & More Fun – An Advisor’s Best Business Plan

If you drill down with Financial Advisors, even very successful Advisors, most will say that business would be much more efficient and productive, less stressful, and much more fun if they could consistently schedule and complete new quality first appointments… a filled pipeline.

Ask Advisors to give the characteristics of a quality new first appointment, they ultimately profile people like their best clients.

This “stress, productivity, fun problem” has been around as long as there have been Financial Advisors.

So, two things are for certain.
Advisors have been using ‘inside the Industry thinking’ for solutions.
Advisors are not getting the results they really want.

And you know what Albert Einstein said the definition of insanity is.

So, what if you could shift away from traditional inside the industry approach by doing things just a little differently? By testing small but very significant changes.

sometimes the smallest step in the right direction...

Limited risk, for the big reward where your problem is solved.

Coming Soon! Client Centric Marketing
An 8 week course.

Financial Advisors – It’s Not Just Storytelling, Try Storydoing*

Building your story into your business

“A company without a story is a company without a strategy”. **
Having a clear and distinctive story is critical in building your company’s brand.

However, there’s a difference between broadcasting your story–storytelling–and living your story, or storydoing.

Understanding the difference between the two and making that shift toward the latter is fundamental to building your business.***

From Storytelling to Storydoing
So, how do you effectively get the story of your brand and your service into the world?

Shift to storydoing.
It’s telling people what you do and then doing it. People talk about a service that is remarkable… a service that is worth remarking about.

90 percent of people trust a friend’s recommendation.
People are more influential than ever.
Those recommendations are based on great experiences.

The old adage continues to ring true: Actions speak louder than words.

What Makes a Great Storydoing Company

Storydoers are structured differently. They all put their story at the center of their Company and build it into their services and products.

They know what they are for and what they are against.

Great story-doing companies are on a quest. They define an ambition, beyond making money, that comes through in everything they do. Being the biggest or the most financially successful is not a quest. There has to be a fundamental generosity for a quest to inspire. It has to be something that inspires people to join and evangelize.

Zappos is on a quest to create an amazing customer experience regardless of cost. It makes that real in its culture, even offering money to customer service employees to leave after a couple of months if they don’t love their jobs.

The enemy is bad service … which brings us to the final story-doing attribute:

Great Storydoing Companies have a defined enemy.
JetBlue was created to fight against the bland and brutalist experience on the major national air carriers. Its stated quest was to “bring humanity back to airlines.” It didn’t do that through slogans asking you to “fly the friendly skies,” but rather expressed it through experience: one class of service. Leather seats for everyone. Satellite TV for everyone. Unlimited (and free) snacks for everyone.

In the networked world, shifting from storytelling to storydoing will make your business not only more efficient and effective but also fundamentally more rewarding–for your customers, your staff and your community… and for you.

(*edited Inc magazine article by Rosemarie Ryan)
(**Marc Andreessen, co-founder Netscape)
(***According to Brand Asset Valuator, overall scores of brand quality, brand loyalty, and brand trust are in decline, down 24 percent, 31 percent, and 50 percent, respectively. Perceived value is dropping as well.
Ask CEO’s whether their services or products are differentiated from the competition and 80 percent will say yes.
In stark contrast, just 10 percent of customer agree.)

The Bellis Method™
Storytelling and Storydoing

ACTIVATE PEOPLE WHO ARE READY TO BE ACTIVATED

Rare indeed is a market where everyone is active. Almost no one buys the bestselling book, almost no one watches the Tonight Show.

We think we’re designing and selling to everyone, but that doesn’t match reality. It makes no sense at all to alter your best work to appeal to the longtime bystander, because the bystander isn’t interested. And it certainly makes no sense to try to convert your biggest critics, because they’ve got a lot at stake in their role of being your critic.

Growth comes from person-to-person communication. And from activating people who are ready to be activated.

The most recent Presidential election makes this clear: It’s the non-voting bystanders who are in the majority:

Growth comes from person-to-person communication

(Edited from blog post by Seth Godin)
The Bellis Method™
Build a community of true fans

7 Thoughts on Tribes and Worldview For Financial Advisors

    1. People don’t trust Financial Advisors. The problem is not specifically you. The problem is that you’re a Financial Advisor and most consumers have a distrust of the industry. It is an established worldview (See Post) and it’s not something you can change, no matter how many facts and figures you present to clients and prospects.
    2. A Tribe is a group of people connected to one another, a leader, and an idea. It can be known by ten people or twenty or thousands or millions. It can be people in your community or people around the world. And most often, it can be the people you work for or with , or those who work for you. It can be the people in your community who share a bias about Financial Advisors and the Financial Industry.
    3. You get to choose the Tribe you will lead. Through your actions as a leader you attract a Tribe that wants to follow you. That Tribe has a worldview that matches the message you are sending. What’s the message Financial Advisors can send to the large group of people who distrust Advisors and the Financial Industry?

Tribes We Need You to Lead Us Seth Godin

  1. Good marketers lead people, bringing new messages to people who want to hear them. Someone’s worldview, how they feel about risk or other factors, is beyond your ability to change in the short run. Provide a service or product, people are interested in. If you can’t leverage the worldview they already have, you are essentially invisible.
  2. Good leaders don’t try to please everyone. Instead they realize that a motivated, connected Tribe is powerful.
  3. Those who take the opportunity to lead do it because of what they can do for the Tribe, not for what the Tribe can do for them.
  4. What marketers and people who care are discovering is that they can ignite a local community movement and then be propelled by the people who choose to follow it. Of course this applies to Financial Advisors too.

The Bellis Method™
“Building Your Business From The Inside Out”