fbpx

Get To Know CCM

Client Centric Marketing (CCM) for Financial Advisors:
It’s a new, simple and effective Word of Mouth approach that enables Advisors to consistently develop warm, high quality, personally endorsed introductions and new 1st appointments on an ongoing basis with the quality friends and colleagues of their current and future best clients.

Advisors consistently receiving warm quality introductions from their best clients leading to a steady schedule of quality 1st appointments has always been a good concept… but it has never been a reality.

We made this a reality by enhancing it.

It quickly builds business from the inside out and maximizes productivity and revenue.

Have a 30 minute call with Matt Bellis and learn about Client Centric Marketing and how it simply and effectively works to grow Advisors’ productivity and revenue.