The Simple Business Plan For 2024 And Beyond:

Focus on building a large book filled with predominantly quality clients

 Focus on building a large book filled with predominantly quality clients

If you are an Experienced Financial Advisor, you can quickly learn to comfortably grow your revenue and your income on an ongoing basis by transforming your Quality Clients, the clients you’d love to replicate, into incredibly productive Centers of Influence… within weeks.

 

It’s easy!

With a simple phone call, you can immediately determine who of your quality clients will give you “permission” to discuss personal introductions and warm referrals to their high-quality relationships.

 

Nearly every client will agree!

 

Industry research focusing on Centers of Influence reveals that quality clients who provide personal introductions and warm referrals to their high-quality relationships are by far the most productive centers of influence…


Far more productive than Accountants, Lawyers, Estate Planners, Human Resources, etc.

 

It also indicates that accessing your best clients’ quality relationships is the most practical and effective way to grow your revenue, profits, and the value of your business.

 

Matthewbellis1@icloud.com

People Don’t Trust You: Ignoring This Worldview Is A Mistake

It’s not specifically you. The problem is that you’re a Financial Advisor and most people have a distrust of the industry. (Darth Vader post) It’s an established “worldview”, a belief or bias, and it’s not something you can change, no matter how many facts and figures you present to clients and prospects. If your message is framed in a way that conflicts with their worldview, you’re invisible.” But speaking respectfully to someone’s worldview is the price of entry to get their attention and is the most incredible growth multiplier. 

 

Matthew G Bellis
Simple, Permission Based Quality Client Acquisition
Matthewbellis1@cloud.com

 

The 5 Minute Call – Create Productive Client Centers of Influence Now

The concepts of permission, freely giving, worldview, and modern story development, when effectively addressed and framed in a way that is comfortable for an Advisor, create consistent increases in productivity and revenue, well beyond the norm.

The 5 Minute Call is a simple, comfortable phone call made to your quality best clients. They are the friendly, cooperative clients you would like to duplicate.  On this call, these clients will give you permission to personally introduce or warmly refer you to some of their high quality relationships. 

This 5 Minute Call has a huge impact on revenue and business growth… because the way you’re currently conducting business – freely giving your knowledge and your time – is framed in a new and effective way.

 

Matthew G Bellis
Simple, Permission Based Quality Client Acquisition
Matthewbellis1@cloud.com