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

It comfortably builds on 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.

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.

To learn more about Client Centric Marketing and SWIA, book your 30-minute call with Matt Bellis today:

Click to Book

Client Centric Marketing (CCM) 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 CCM’s coaching approach seamlessly integrates with your financial practice, you market as you work. So you can learn and test CCM while conducting your daily business activities.

What Happens When You Adopt CCM?

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 CCM for Yourself

You can have a complimentary 30-minute one-on-one call with Matt Bellis. 

You will learn about Client Centric Marketing 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.

The Problem

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!

Seriously, this probably sounds absurd, but just think it through. Like most businesses that focus on sales, Financial Advisors require a robust sales pipeline in order to grow. However, if you look around, the numbers show very few Advisors have this pipeline in place.

Why? (and here’s the insane part) Because for years the traditional industry wide sales/marketing/referral model – which has been practiced by a great majority of advisors – in all its incarnations and “new” approaches, has produced mostly modest growth and a limited number of new quality clients.

Advisors are at the mercy of the markets, some referrals, or a variety of marketing strategies for growth. The business controls them rather than the Advisor controlling their business.

It’s time to stop the insanity!

There are, indeed, more productive approaches business growth… some may be outside the Industry.

Of course, it’s true that many Advisors have good reasons to feel skeptical about the new or the different, having been burned by expensive sales and marketing programs that promised the moon and the stars.

But look at other successful businesspeople and entrepreneurs. They practice  “healthy skepticism” while exploring new ideas, no matter how different they seem.

It’s not risky. The only investment is a little time.