Client Centric Business Consulting (CCBC) for Financial Advisors is an innovative, simple, and effective approach for new, quality client development. It will quickly, efficiently, and sustainably grow your business.
The best thing? It can be learned and integrated into your practice within 30 days, producing measurable positive results.
Also, because CCBC’s coaching approach seamlessly integrates with your financial practice, you market as you work. So you can learn and test CCBC while conducting your daily business activities.
What Happens When You Adopt CCBC?
What can you expect from this excellent, new, quality client development strategy for Financial Advisors?
Your new high-quality, warm introductions and new first appointments will increase dramatically.
You will create quality client advocates who are productive centers of influence.
Your productivity and revenue will significantly increase.
You will be differentiated from the competition.
You will market while you work: a win-win situation.
You will do more of the work you love with the people you love to work with: your quality clients and their quality friends and colleagues.
You will have less stress and more success!
Learn More About CCBC for Yourself
You can have a complimentary 30-minute one-on-one call with Matt Bellis.
You will learn about Client Centric Business Consulting and how it simply enables you to effectively create new warm, high-quality, personally endorsed introductions and first appointments on an ongoing basis with the quality friends and colleagues of your current and future best clients. You don’t have to change your daily routine. You just speak with your clients.
Are you wondering why your high-quality and best clients are not personally introducing you to their high-quality best friends and colleagues? Wondering why you have so few brand new, warm and exceptional first appointments? What could be happening?
It’s probably because your “Marketing Story” is not worth talking about.
Why? Because it’s not remarkable.
We have talked with countless Financial Advisors and for the most part, their marketing stories are the same. Their focus is on how they are different, where they went to school, the degrees they have earned, how great their numbers are, their charitable work, family, and so on.
Your high-quality clients and your best prospects don’t see this kind of story as remarkable. Our Client Centric Marketing approach will change how they see your practice by adopting a different strategy.
Here’s How You Can Change Your Marketing Story
You need to move away from your old marketing story. Once you do that, everything changes. Not only will your clients respond to you, but they will also talk about you to their friends and colleagues. Because your story is more remarkable, your high-quality activity will increase significantly and consistently.
Developing a better and more productive modern marketing story requires a process that shows you understand your client base and their predominant worldview. This worldview is a distrust of Advisors and the Financial Services Industry (See Darth Vader Post). So any form of puffery or trying to “sell” them anything will figuratively slam their doors in your face.
Think about it. If you don’t have a schedule that’s consistently filled with excellent personal introductions and first appointments that are warm and personally introduced to you by your high-quality best clients, then your story probably sucks.
Learn to quickly master this innovative strategy for new, high-quality client development!