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CLIENT CENTRIC MARKETING’S SIMPLE WARM INTRODUCTION APPROACH

The Simple Warm Introduction Approach is Client Centric Marketing’s simple and effective approach that transforms best clients into productive centers of influence. It has always been the obvious path to quickly, efficiently, and sustainably grow your business… but it has never been a reality, until now.

The Simple Warm Introduction Approach (SWIA) for Financial Advisors is a simple and effective strategy for new, quality client development. It comfortably leverages an Advisor’s “best client” relationships and quickly provides warm, personally endorsed introductions to and appointments with the quality friends and colleagues of their best clients.

The best thing SWIA can be learned and integrated into your practice within 30 days or less, and produces measurable, positive results immediately.

(PROOF BELOW)

Because SWIA’s approach seamlessly integrates with your financial practice, you market as you work. So you can learn and test SWIA while conducting your daily business activities.

What Happens When You Adopt CCM and the Simple Warm Introduction Approach?

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 significantly.
  • You will create quality client advocates who are productive centers of influence.
  • Your productivity and revenue will substantially increase on an ongoing basis.
  • You will be differentiated from the competition.
  • You will market while you work.
  • You will do more of the work you love with the people you love to work with: quality clients and their quality friends and colleagues.
  • You will have less stress and more success!

The Proof 

The CCM program and the Simple Warm Introduction Approach is structured with a complimentary coaching component, specifically to provide proof-of-concept, as some Advisors are skeptical of new marketing strategies and approaches.

The coaching includes the brief “5-minute test call” with 2-3 of your quality, best clients.  Effective and easy, this call is very comfortable and relaxed for your clients and you. It is on this call that your clients will give you permission to schedule a follow-up call to specifically discuss personal introductions to their quality friends and colleagues.

Client Centric Marketing (CCM) is your optimal strategy to simply and effectively leverage your relationships with your best clients to steadily increase your high-quality client book-of-business... beyond your norm.

Book your 30-minute call with Matt Bellis today:

Click to Book

Dormant Assets: The Low Hanging Fruit

Dormant Asset Development is the key to consistent, long lasting growth.

It’s a simple and effective way for Advisors to create and maintain dramatic increases in productivity, revenue, and growth on an ongoing basis… and it can be quickly learned without interrupting their daily routine.

Develop Dormant Assets.

Every Advisor, no matter their annual revenue, has them.  These assets dwarf the assets Advisors have in hand.

What are Dormant Assets?

They are the personally endorsed, new, warm introductions and first appointments with the high quality friends and colleagues of an Advisor’s current and future best clients… the very clients Advisors dream of duplicating.

So, how does an Advisor activate their Dormant Assets?

Advisors identify and develop their Dormant Assets by leveraging their relationships with their best clients.

It begins by having a compelling marketing story (see post – The Bad News. Your Marketing Story May Suck!)

A compelling marketing story differentiates you and makes you remarkable.