Create Remarkably Productive Centers Of Influence

A comfortable “Permission Based,” approach to a simple warm introduction discussion is the easy way to quickly transform your best clients into productive centers of influence and sustainably grow your book of quality clients and your business.

What you expect from a permission based, quality client acquisition strategy:

  • This approach is simple and quickly learned and integrated into your practice and produces measurable, positive results immediately…within days.
  • You will not interrupt your daily routine.
  • You will create quality centers of influence who are your advocates.
  • Your new high-quality warm introductions and first appointments will increase consistently.
  • Your productivity, revenue, and book of quality clients will substantially grow on an ongoing basis.
  • You will be differentiated from the competition.
  • 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!


Matthew G. Bellis
Simple, Permission Based Quality Client Acquisition

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


The 5 Minute Call – Create Productive Client Introducers Now

The concepts of permission, social capital, worldview, modern story development, and freely giving, 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 agree to meet with you to discuss endorsing and personally introducing you to their quality friends and colleagues for a three-way meeting or a three-way phone call.

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.

Clients and prospects will notice something that sets your service and you apart from the rest.  It builds a construct for growth where clients will want to reciprocate and advocate for you.

Matthew G Bellis
Simple, Permission Based Quality Client Acquisition