Marketing Assets – The Key to Consistent Warm, Personally Endorsed, Qualified Introductions

Qualified clients, your best clients, the clients you’d love to duplicate. They are the “marketing assets” Advisors already possess… but they’re dormant.

Client Centric Marketing will show you how to create clients who create clients. Simply.

Your clients trust you with their financial assets. However, do they trust you enough to bring you into their circle by warmly introducing and endorsing you, to their friends, colleagues and family, people who are just like them?

You build marketing assets by leveraging your relationships with your best clients into a relationships with many new qualified prospects and clients.

So, how do you activate your Marketing Assets?

By having a “compelling marketing story” (see post – The Bad News. Your Marketing Story Sucks!) that subtly addresses your clients’ worldview of Financial Advisors and the Financial Industry that they are Darth Vader’s working for the Evil Empire. (see Darth Vader post)

A compelling marketing story is what differentiates you and makes you remarkable.

It’s what will move many of your qualified clients to become client advocates who will share your story with their qualified circle – sharing with them who you are, not telling them what you do.

And you will create a consistent stream of warm qualified introductions, qualified 1st appointments and consistent growth month after month, year after year.

Develop Your Marketing Assets into Client Advocates

Want The Highest Value Introductions a Financial Advisor Can Receive?

If the answer is “yes”, there’s a simple and effective way to achieve this.

Always focus on the solution, not the problem.

When presented with the concept of having regular, warm, qualified, personally introduced and endorsed introductions by one of their best clients – the exact kind of client they would love to duplicate – Advisors get excited.

And it gets better when they learn that with these introductions, almost everyone schedules and completes a first appointment.

Better, again, when they learn that almost all of these first appointments move to a second appointment, where the introduction agrees to be an Advocate and make warm, personally endorsed introductions to several of their qualified friends, colleagues and family… well, they’re seriously over the moon.

But then they tell us that they are unable to envision this for themselves because they say, as a rule, these kinds of introductions just don’t exist.

They are initially blocked by skepticism.

But here’s the fact: these introductions do exist and they are developed with a marketing approach that’s client centric. It’s a simple approach and it’s very effective.

When Advisors learn and apply Client Centric Marketing for Financial Advisors™, they conduct business with a pipeline consistently filled with the highest value warm introductions… and are in control of the spigot.

Introductions are created while they do their every day work – working with their best clients, without increased time commitment.

Their business is more productive & efficient.

Their revenue dramatically increases, as does their business valuation.

But most importantly, their stress is reduced, and they have more freedom because they are able to focus on the part of their business they most enjoy…not selling or chasing referrals.

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Client Centric Marketing Is Powerful -13 Reasons Why

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

Client Centric Marketing (CCM) is an innovative strategy for new business development. It is simple and effective.

You will develop the mostly dormant assets of your quality clients. These are their quality friends and colleagues – 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. 

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